Topsail Wealth 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
$898K Buy
20,081
+1,400
+7% +$62.6K 0.16% 52
2025
Q1
$833K Sell
18,681
-206
-1% -$9.18K 0.17% 49
2024
Q4
$824K Buy
+18,887
New +$824K 0.18% 47