Robertson Stephens Wealth Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Robertson Stephens Wealth Management’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$941K	Sell
2025 Q1	$1.42M	Sell
2024 Q4	$1.46M	Sell
2024 Q3	$5.8M	Buy
2023 Q1	–	Sell
2022 Q4	$306K	Buy
2022 Q3	$237K	Buy