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Solano Wealth Investment Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Solano Wealth Investment Advisors’s Portfolio FVD Stock Details FVD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.8M Buy
352,820
+152,534
+76% +$6.82M 8.09% 2
2025
Q1 		$8.93M Buy
200,286
+148,759
+289% +$6.63M 5.53% 10
2024
Q4 		$2.25M Buy
+51,527
New +$2.25M 1.35% 16