Van Hulzen Asset Management’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
Q1 | – | Sell |
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|
2024
Q4 | $119K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $305K | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Sell |
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|
2021
Q4 | $224K | Hold |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $514K | Sell |
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|
2019
Q1 | $497K | Buy |
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|
2018
Q4 | $441K | Sell |
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|
2018
Q3 | $510K | Buy |
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|
2018
Q2 | $473K | Sell |
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|
2018
Q1 | $624K | Sell |
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|
2017
Q4 | $813K | Buy |
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|
2017
Q3 | $750K | Buy |
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