Spectrum Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
|
|||||
|
2025
Q1 | $1.56M | Sell |
|
|||||
|
2024
Q4 | $1.61M | Sell |
|
|||||
|
2024
Q3 | $2.31M | Sell |
|
|||||
|
2024
Q2 | $5.85M | Buy |
|
|||||
|
2024
Q1 | $5.9M | Buy |
|
|||||
|
2023
Q4 | $5.59M | Buy |
|
|||||
|
2023
Q3 | $5.04M | Buy |
|
|||||
|
2023
Q2 | $5.35M | Sell |
|
|||||
|
2023
Q1 | $8.96M | Sell |
|
|||||
|
2022
Q4 | $10.4M | Sell |
|
|||||
|
2022
Q3 | $9.51M | Sell |
|
|||||
|
2022
Q2 | $10.4M | Sell |
|
|||||
|
2022
Q1 | $15.9M | Sell |
|
|||||
|
2021
Q4 | $18.9M | Buy |
|
|||||
|
2021
Q3 | $16.8M | Buy |
|
|||||
|
2021
Q2 | $16.6M | Sell |
|
|||||
|
2021
Q1 | $16.3M | Buy |
|
|||||
|
2020
Q4 | $11.6M | Sell |
|
|||||
|
2020
Q3 | $20.8M | Buy |
|
|||||
|
2020
Q2 | $10.3M | Buy |
|
|||||
|
2020
Q1 | $7.65M | Sell |
|
|||||
|
2019
Q4 | $10.2M | Buy |
|
|||||
|
2019
Q3 | $9.18M | Buy |
|
|||||
|
2019
Q2 | $8.19M | Buy |
|
|||||
|
2019
Q1 | $6.77M | Buy |
|