Venturi Wealth Management’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 Q1	–	Sell	-3,425	Closed	-$149K	–	1053
2024 Q4	$149K	Buy	+3,425	New	+$149K	0.01%	628