SFPG
FVL

Stonebridge Financial Planning Group’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History

Stonebridge Financial Planning Group’s Portfolio FVL Stock Details FVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-275
Closed -$6K – 418
2020
Q2 		$6K Hold
275
– – 0.01% 348
2020
Q1 		$5K Hold
275
– – 0.01% 368
2019
Q4 		$6K Buy
+275
New +$6K 0.01% 322