Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Sell |
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|
2025
Q2 | $1.4M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.83M | Sell |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $8.45M | Buy |
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|
2023
Q3 | $6.49M | Buy |
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|
2023
Q2 | $6.87M | Buy |
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|
2023
Q1 | $4.52M | Buy |
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|
2022
Q4 | $4.22M | Buy |
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|
2022
Q3 | $2.42M | Sell |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $4.81M | Sell |
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|
2021
Q3 | $4.39M | Buy |
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|
2021
Q2 | $4.36M | Sell |
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|
2021
Q1 | $6.04M | Buy |
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|
2020
Q4 | $5.22M | Sell |
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|
2020
Q3 | $4.84M | Buy |
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|
2020
Q2 | $3.34M | Sell |
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|
2020
Q1 | $5.66M | Buy |
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|
2019
Q4 | $6.55M | Buy |
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|
2019
Q3 | $5.21M | Buy |
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|
2019
Q1 | $3.59M | Sell |
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|
2018
Q4 | $7.09M | Buy |
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|
2018
Q3 | $6.53M | Buy |
|