Trademark Financial Management’s First Trust Value Line Dividend Fund FVD Stock Holding History

Trademark Financial Management’s Portfolio FVD Stock Details FVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$606K	Sell
2025 Q2	$593K	Sell
2025 Q1	$615K	Sell
2024 Q4	$620K	Sell
2024 Q3	$676K	Sell
2024 Q2	$630K	Sell
2024 Q1	$726K	Sell
2023 Q4	$837K	Buy