SeaCrest 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 | $247K | Sell |
|
|||||
|
2025
Q1 | $288K | Sell |
|
|||||
|
2024
Q4 | $386K | Hold |
|
|||||
|
2024
Q3 | $402K | Sell |
|
|||||
|
2024
Q2 | $403K | Sell |
|
|||||
|
2024
Q1 | $418K | Sell |
|
|||||
|
2023
Q4 | $471K | Sell |
|
|||||
|
2023
Q3 | $445K | Sell |
|
|||||
|
2023
Q2 | $478K | Buy |
|
|||||
|
2023
Q1 | $440K | Buy |
|
|||||
|
2022
Q4 | $399K | Sell |
|
|||||
|
2022
Q3 | $362K | Sell |
|
|||||
|
2022
Q2 | $479K | Sell |
|
|||||
|
2022
Q1 | $599K | Sell |
|
|||||
|
2021
Q4 | $623K | Buy |
|
|||||
|
2021
Q3 | $493K | Sell |
|
|||||
|
2021
Q2 | $507K | Buy |
|
|||||
|
2021
Q1 | $421K | Sell |
|
|||||
|
2020
Q4 | $399K | Sell |
|
|||||
|
2020
Q3 | $439K | Sell |
|
|||||
|
2020
Q2 | $436K | Buy |
|
|||||
|
2020
Q1 | $307K | Sell |
|
|||||
|
2019
Q4 | $434K | Buy |
|
|||||
|
2019
Q3 | $362K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $187K | Hold |
|
|||||
|
2018
Q4 | $168K | Hold |
|
|||||
|
2018
Q3 | $183K | Buy |
|
|||||
|
2018
Q2 | $168K | Sell |
|
|||||
|
2018
Q1 | $168K | Hold |
|
|||||
|
2017
Q4 | $173K | Buy |
|