Twin Peaks Wealth Advisors’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 | $721K | Sell |
15,764
-2,512
| -14% | -$115K | 0.23% | 72 |
|
|
2025
Q1 | $786K | Sell |
18,276
-1,153
| -6% | -$49.6K | 0.36% | 63 |
|
|
2024
Q4 | $848K | Buy |
19,429
+502
| +3% | +$21.9K | 0.36% | 62 |
|
|
2024
Q3 | $861K | Buy |
18,927
+1,948
| +11% | +$88.6K | 0.4% | 53 |
|
|
2024
Q2 | $692K | Hold |
16,979
| – | – | 0.35% | 58 |
|
|
2024
Q1 | $717K | Sell |
16,979
-632
| -4% | -$26.7K | 0.4% | 54 |
|
|
2023
Q4 | $714K | Buy |
+17,611
| New | +$714K | 0.46% | 46 |
|