William Blair & Company’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
$9.45M Sell
2025
Q1
$9.55M Sell
2024
Q4
$9.87M Sell
2024
Q3
$10.3M Sell
2024
Q2
$9.28M Sell
2024
Q1
$11M Buy
2023
Q4
$10.5M Sell
2023
Q3
$9.85M Buy
2023
Q2
$9.65M Buy
2023
Q1
$1.19M Sell
2022
Q4
$1.19M Buy
2022
Q3
$997K Sell
2022
Q2
$1.16M Buy
2022
Q1
$1.25M Hold
2021
Q4
$1.27M Sell
2021
Q3
$1.22M Buy
2021
Q2
$1.14M Buy
2021
Q1
$1M Buy
2020
Q4
$689K Buy
2020
Q3
$605K Buy
2020
Q2
$534K Buy