Stonebridge Financial Planning 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 | $369K | Hold |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $382K | Hold |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $371K | Hold |
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $397K | Hold |
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|
2022
Q3 | $356K | Hold |
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|
2022
Q2 | $386K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $412K | Sell |
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|
2020
Q3 | $503K | Sell |
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|
2020
Q2 | $905K | Buy |
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|
2020
Q1 | $818K | Buy |
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|
2019
Q4 | $667K | Buy |
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