Signature Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $201K | Buy |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $248K | Sell |
|
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $283K | Hold |
|
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $370K | Hold |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $270K | Hold |
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|
2020
Q1 | $246K | Hold |
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|
2019
Q4 | $321K | Hold |
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|
2019
Q3 | $310K | Hold |
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|
2019
Q2 | $304K | Hold |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $276K | Hold |
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|
2018
Q3 | $286K | Hold |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $283K | Sell |
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|
2017
Q4 | $303K | Buy |
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