SC
Sykon Capital’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
15,631
+2,137
| +16% | +$95.5K | 0.25% | 54 |
|
|
2025
Q1 | $602K | Sell |
13,494
-7,531
| -36% | -$336K | 0.23% | 42 |
|
|
2024
Q4 | $918K | Buy |
21,025
+14,705
| +233% | +$642K | 0.32% | 38 |
|
|
2024
Q3 | $287K | Buy |
+6,320
| New | +$287K | 0.1% | 81 |
|
|
2024
Q2 | – | Sell |
-9,246
| Closed | -$390K | – | 94 |
|
|
2024
Q1 | $390K | Buy |
9,246
+2,026
| +28% | +$85.6K | 0.14% | 71 |
|
|
2023
Q4 | $293K | Sell |
7,220
-6,138
| -46% | -$249K | 0.12% | 70 |
|
|
2023
Q3 | $499K | Buy |
13,358
+944
| +8% | +$35.3K | 0.21% | 36 |
|
|
2023
Q2 | $498K | Buy |
+12,414
| New | +$498K | 0.34% | 32 |
|