Total Clarity Wealth Management’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 | $250K | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $237K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $306K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $177K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q3 | $69K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $41K | Buy |
|