Weitzel Financial Services’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 | $344K | Hold |
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|
2025
Q2 | $343K | Buy |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $282K | Hold |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $300K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $213K | Buy |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $206K | Buy |
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