SEIA
Signature Estate & Investment Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
83,214
-10,632
| -11% | -$475K | 0.09% | 107 |
|
|
2025
Q1 | $4.18M | Sell |
93,846
-3,939
| -4% | -$176K | 0.11% | 97 |
|
|
2024
Q4 | $4.27M | Sell |
97,785
-10,233
| -9% | -$447K | 0.11% | 81 |
|
|
2024
Q3 | $4.91M | Sell |
108,018
-7,077
| -6% | -$322K | 0.11% | 68 |
|
|
2024
Q2 | $4.69M | Buy |
+115,095
| New | +$4.69M | 0.12% | 72 |
|