StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $654K | Hold |
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|
2023
Q2 | $701K | Hold |
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|
2023
Q1 | $703K | Buy |
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|
2022
Q4 | $558K | Hold |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $559K | Sell |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $663K | Buy |
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|
2021
Q3 | $603K | Sell |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $676K | Sell |
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|
2020
Q4 | $634K | Buy |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $711K | Sell |
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|
2020
Q1 | $659K | Sell |
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|
2019
Q4 | $893K | Buy |
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|
2019
Q3 | $864K | Buy |
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|
2019
Q2 | $823K | Sell |
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|
2019
Q1 | $829K | Sell |
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|
2018
Q4 | $780K | Sell |
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|
2018
Q3 | $984K | Sell |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $1.45M | Sell |
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|
2017
Q3 | $1.49M | Sell |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $1.46M | Buy |
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|
2016
Q4 | $1.39M | Sell |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.54M | Buy |
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