Sequent Planning’s First Trust Value Line Dividend Fund FVD Stock Holding History

Sequent Planning’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.42M	Buy
2025 Q2	$1.36M	Sell
2025 Q1	$1.36M	Buy
2024 Q4	$1.29M	Sell
2024 Q3	$1.37M	Buy
2024 Q2	$1.2M	Sell
2024 Q1	$1.48M	Buy