Sovran 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
$1.67M Sell
36,868
-7,542
-17% -$341K 0.17% 142
2025
Q1
$1.91M Sell
44,410
-10,202
-19% -$438K 0.25% 101
2024
Q4
$2.36M Buy
+54,612
New +$2.36M 0.34% 76