Ritholtz Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
|
|||||
|
2025
Q1 | $335K | Sell |
|
|||||
|
2024
Q4 | $334K | Sell |
|
|||||
|
2024
Q3 | $534K | Buy |
|
|||||
|
2024
Q2 | $290K | Sell |
|
|||||
|
2024
Q1 | $347K | Buy |
|
|||||
|
2023
Q4 | $285K | Sell |
|
|||||
|
2023
Q3 | $301K | Buy |
|
|||||
|
2023
Q2 | $292K | Buy |
|
|||||
|
2023
Q1 | $292K | Sell |
|
|||||
|
2022
Q4 | $306K | Buy |
|
|||||
|
2022
Q3 | $264K | Buy |
|
|||||
|
2022
Q2 | $286K | Sell |
|
|||||
|
2022
Q1 | $313K | Sell |
|
|||||
|
2021
Q4 | $336K | Buy |
|
|||||
|
2021
Q3 | $296K | Sell |
|
|||||
|
2021
Q2 | $1.5M | Buy |
|