Spire Wealth Management’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 | $1.74M | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $2.06M | Sell |
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|
2024
Q3 | $2.22M | Buy |
|
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|
2024
Q2 | $1.95M | Sell |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $13.8M | Buy |
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|
2023
Q3 | $12.1M | Sell |
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|
2023
Q2 | $13.8M | Sell |
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|
2023
Q1 | $15.1M | Buy |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $8.2M | Sell |
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|
2022
Q2 | $13M | Sell |
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|
2022
Q1 | $17.9M | Sell |
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|
2021
Q4 | $18.7M | Sell |
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|
2021
Q3 | $17.1M | Buy |
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|
2021
Q2 | $17.2M | Sell |
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|
2021
Q1 | $19.3M | Buy |
|