Stonehaven Wealth & Tax Solutions’s First Trust Value Line Dividend Fund FVD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.41M	Buy	98,587 +3,299	+3%	+$147K	4.3%	6
2025 Q1	$4.25M	Buy	95,288 +31,946	+50%	+$1.42M	4.49%	6
2024 Q4	$2.76M	Buy	+63,342	New	+$2.76M	3.01%	9