Sax Wealth Advisors’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
$284K Buy
6,347
+254
+4% +$11.4K 0.02% 350
2025
Q1
$272K Buy
+6,093
New +$272K 0.02% 311