Wagner Wealth 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
Q3 | $5.19M | Sell |
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|
2025
Q2 | $5.06M | Sell |
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|
2025
Q1 | $5.36M | Buy |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.45M | Sell |
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|
2024
Q2 | $4.91M | Sell |
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|
2024
Q1 | $5.1M | Buy |
|
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|
2023
Q4 | $4.78M | Sell |
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|
2023
Q3 | $4.51M | Sell |
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|
2023
Q2 | $4.96M | Buy |
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|
2023
Q1 | $4.96M | Sell |
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|
2022
Q4 | $5.06M | Buy |
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|
2022
Q3 | $4.41M | Sell |
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|
2022
Q2 | $4.85M | Sell |
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|
2022
Q1 | $5.31M | Buy |
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|
2021
Q4 | $5.14M | Buy |
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|
2021
Q3 | $4.88M | Buy |
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|
2021
Q2 | $4.51M | Buy |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $3.32M | Buy |
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|
2018
Q3 | $3.87M | Buy |
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|
2018
Q2 | $3.67M | Buy |
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|
2018
Q1 | $3.59M | Buy |
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|
2017
Q4 | $3.62M | Buy |
|