Westside Investment 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
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.68M | Hold |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $878K | Buy |
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|
2023
Q2 | $902K | Buy |
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|
2023
Q1 | $876K | Buy |
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|
2022
Q4 | $161K | Buy |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $171K | Buy |
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|
2021
Q4 | $119K | Hold |
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|
2021
Q3 | $119K | Hold |
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $36 | Hold |
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|
2020
Q1 | $33 | Buy |
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|
2019
Q2 | $40 | Buy |
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|
2018
Q4 | $34.9K | Sell |
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|
2018
Q3 | $182K | Buy |
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|
2018
Q2 | $36.3K | Hold |
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|
2018
Q1 | $35.2K | Hold |
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|
2017
Q4 | $37.3K | Hold |
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|
2017
Q3 | $35.8K | Hold |
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|
2017
Q2 | $34.8K | Buy |
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