Willner & Heller’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 | $627K | Sell |
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|
2025
Q2 | $670K | Sell |
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|
2025
Q1 | $748K | Sell |
|
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|
2024
Q4 | $832K | Buy |
|
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|
2024
Q3 | $859K | Sell |
|
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|
2024
Q2 | $776K | Sell |
|
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|
2024
Q1 | $856K | Buy |
|
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|
2023
Q4 | $794K | Buy |
|
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|
2022
Q4 | $861K | Buy |
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|
2022
Q3 | $751K | Buy |
|
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|
2022
Q2 | $812K | Sell |
|
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|
2022
Q1 | $917K | Sell |
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|
2021
Q4 | $947K | Buy |
|