Synergy Investment Management’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
2025 Q2	$413K	Sell	9,234 -4,282	-32%	-$191K	0.25%	51
2025 Q1	$603K	Sell	13,516 -1,373	-9%	-$61.2K	0.25%	64
2024 Q4	$650K	Buy	+14,889	New	+$650K	0.28%	57