Schrum Private Wealth Management’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 | $313K | Hold |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $296K | Hold |
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|
2023
Q4 | $284K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $280K | Hold |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $301K | Buy |
|