WCG Wealth 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 | $1.52M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $2.1M | Sell |
|
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|
2024
Q1 | $2.29M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.73M | Sell |
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|
2022
Q4 | $2.74M | Buy |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $3.04M | Buy |
|