Root Financial Partners’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
Q3 | $565K | Buy |
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|
2025
Q2 | $419K | Sell |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1M | Buy |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.12M | Buy |
|