Victory Financial Group’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 | $23.1M | Sell |
517,551
-29,462
| -5% | -$1.32M | 3.67% | 6 |
|
2025
Q1 | $24.3M | Buy |
547,013
+38,733
| +8% | +$1.72M | 4.66% | 4 |
|
2024
Q4 | $22.2M | Buy |
+508,280
| New | +$22.2M | 5.83% | 4 |
|
2024
Q2 | $16M | Buy |
393,828
+38,584
| +11% | +$1.57M | 7.51% | 4 |
|
2024
Q1 | $15M | Buy |
355,244
+52,267
| +17% | +$2.21M | 8.88% | 4 |
|
2023
Q4 | $12.3M | Buy |
+302,977
| New | +$12.3M | 8.31% | 3 |
|