SageGuard Financial Group’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
2021
Q3
Sell
-52,874
Closed -$2.1M 59
2021
Q2
$2.1M Sell
52,874
-2,586
-5% -$103K 0.95% 26
2021
Q1
$2.1M Buy
55,460
+1,308
+2% +$49.6K 0.98% 28
2020
Q4
$1.89M Buy
+54,152
New +$1.89M 0.91% 25