Summit Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $341K | Sell |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $317K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $410K | Buy |
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