Treasure Coast Financial Planning’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 | $3.62M | Sell |
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|
2025
Q2 | $4.84M | Buy |
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|
2025
Q1 | $4.81M | Buy |
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|
2024
Q4 | $4.51M | Sell |
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|
2024
Q3 | $4.93M | Sell |
|
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|
2024
Q2 | $4.41M | Buy |
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|
2024
Q1 | $4.26M | Buy |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $229K | Hold |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $241K | Buy |
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