U.S. Capital Wealth Advisors’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 | $920K | Sell |
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|
2025
Q2 | $899K | Sell |
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|
2025
Q1 | $898K | Buy |
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|
2024
Q4 | $843K | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $302K | Sell |
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|
2023
Q1 | $1.6M | Sell |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $315K | Buy |
|