Sage Mountain Advisors’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 | $607K | Sell |
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|
2025
Q1 | $663K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $728K | Sell |
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|
2024
Q2 | $670K | Sell |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $727K | Sell |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $782K | Hold |
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|
2023
Q1 | $783K | Hold |
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|
2022
Q4 | $778K | Sell |
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|
2022
Q3 | $809K | Hold |
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|
2022
Q2 | $877K | Hold |
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|
2022
Q1 | $956K | Hold |
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|
2021
Q4 | $973K | Sell |
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|
2021
Q3 | $1M | Buy |
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