Summit Financial’s First Trust Value Line Dividend Fund FVD Stock Holding History

Summit Financial’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$648K	Buy
2025 Q1	$612K	Buy
2024 Q4	$479K	Buy
2024 Q3	$482K	Hold
2024 Q2	$432K	Buy
2024 Q1	$439K	Buy
2023 Q4	$337K	Hold
2023 Q3	$310K	Hold
2023 Q2	$333K	Buy