Sagespring Wealth Partners’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
2025
Q2
$385K Sell
8,617
-3,921
-31% -$175K 0.01% 507
2025
Q1
$559K Buy
12,538
+4,700
+60% +$210K 0.01% 362
2024
Q4
$342K Buy
+7,838
New +$342K 0.01% 438