Zacks Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,284
| Closed | -$212K | – | 650 |
|
|
2023
Q2 | $212K | Sell |
5,284
-795
| -13% | -$31.9K | ﹤0.01% | 591 |
|
|
2023
Q1 | $244K | Buy |
+6,079
| New | +$244K | ﹤0.01% | 553 |
|
|
2022
Q4 | – | Sell |
-5,938
| Closed | -$213K | – | 627 |
|
|
2022
Q3 | $213K | Buy |
+5,938
| New | +$213K | ﹤0.01% | 530 |
|
|
2021
Q4 | – | Sell |
-6,181
| Closed | -$242K | – | 639 |
|
|
2021
Q3 | $242K | Buy |
+6,181
| New | +$242K | ﹤0.01% | 557 |
|