Summit Financial Wealth Advisors’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
2018 Q1	–	Sell	-560,954	Closed	-$11.2M	–	148
2017 Q4	$11.2M	Buy	+560,954	New	+$11.2M	3.86%	4