Richmond Investment Services’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
37,505
+15,291
+69% +$684K 0.35% 48
2025
Q1
$991K Sell
22,214
-2,745
-11% -$122K 0.54% 38
2024
Q4
$1.09M Buy
+24,959
New +$1.09M 0.61% 33