WT Wealth Management’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
2020
Q1
Sell
-18,573
Closed -$669K 72
2019
Q4
$669K Buy
18,573
+319
+2% +$11.5K 0.51% 42
2019
Q3
$636K Buy
+18,254
New +$636K 0.55% 44