United Capital Financial 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
Q2 | $527K | Sell |
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|
2025
Q1 | $541K | Buy |
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|
2024
Q4 | $495K | Buy |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $537K | Sell |
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|
2023
Q2 | $611K | Sell |
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|
2023
Q1 | $651K | Sell |
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|
2022
Q4 | $891K | Sell |
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|
2022
Q3 | $990K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.39M | Sell |
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|
2021
Q3 | $1.55M | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.51M | Sell |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $1.62M | Buy |
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|
2019
Q4 | $1.94M | Sell |
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|
2019
Q3 | $1.97M | Sell |
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|
2019
Q2 | $1.93M | Sell |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $1.87M | Sell |
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|
2018
Q3 | $2.05M | Sell |
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|
2018
Q2 | $2.39M | Sell |
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|
2018
Q1 | $3.1M | Sell |
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|
2017
Q4 | $4.12M | Sell |
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|
2017
Q3 | $4.72M | Sell |
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|
2017
Q2 | $4.71M | Buy |
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