Skyline Advisors’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 | $281K | Sell |
6,285
-471
| -7% | -$21.1K | 0.1% | 80 |
|
2025
Q1 | $301K | Sell |
6,756
-894
| -12% | -$39.9K | 0.12% | 71 |
|
2024
Q4 | $334K | Sell |
7,650
-3,139
| -29% | -$137K | 0.13% | 66 |
|
2024
Q3 | $491K | Sell |
10,789
-32
| -0.3% | -$1.46K | 0.2% | 47 |
|
2024
Q2 | $441K | Sell |
10,821
-11
| -0.1% | -$448 | 0.19% | 47 |
|
2024
Q1 | $457K | Buy |
10,832
+92
| +0.9% | +$3.89K | 0.2% | 43 |
|
2023
Q4 | $436K | Buy |
+10,740
| New | +$436K | 0.21% | 44 |
|