Sequent Planning’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 | $1.36M | Sell |
30,357
-233
| -0.8% | -$10.4K | 0.43% | 38 |
|
|
2025
Q1 | $1.36M | Buy |
30,590
+935
| +3% | +$41.7K | 0.49% | 33 |
|
|
2024
Q4 | $1.29M | Sell |
29,655
-456
| -2% | -$19.9K | 0.48% | 37 |
|
|
2024
Q3 | $1.37M | Buy |
30,111
+495
| +2% | +$22.5K | 0.47% | 33 |
|
|
2024
Q2 | $1.2M | Sell |
29,616
-5,326
| -15% | -$216K | 0.41% | 40 |
|
|
2024
Q1 | $1.48M | Buy |
+34,942
| New | +$1.48M | 0.53% | 30 |
|