Wetzel Investment Advisors’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 | $655K | Sell |
14,655
-887
| -6% | -$39.6K | 0.3% | 54 |
|
|
2025
Q1 | $693K | Sell |
15,542
-2,173
| -12% | -$96.9K | 0.35% | 50 |
|
|
2024
Q4 | $773K | Sell |
17,715
-102
| -0.6% | -$4.45K | 0.38% | 49 |
|
|
2024
Q3 | $810K | Sell |
17,817
-1,289
| -7% | -$58.6K | 0.41% | 46 |
|
|
2024
Q2 | $807K | Hold |
19,106
| – | – | 0.46% | 41 |
|
|
2024
Q1 | $767K | Sell |
19,106
-622
| -3% | -$25K | 0.45% | 40 |
|
|
2023
Q4 | $800K | Buy |
+19,728
| New | +$800K | 0.49% | 38 |
|