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

Sweet Financial Partners’s Portfolio FVD Stock Details FVD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$323K	Buy
2024 Q2	$200K	Buy
2024 Q1	$202K	Buy
2023 Q3	–	Sell
2023 Q2	$210K	Hold
2023 Q1	$211K	Hold
2022 Q4	$209K	Buy
2022 Q3	–	Sell
2022 Q2	$204K	Buy
2022 Q1	$205K	Hold
2021 Q4	$209K	Buy