1776 WEALTH LLC FVD Holdings History
1776 WEALTH LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, 1776 WEALTH LLC held 132,542.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $5.91 Mil. This investment constitutes 2.71% of their stock portfolio, and 1776 WEALTH LLC now holds 0.07% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2019Q4. And since then 1776 WEALTH LLC has made 8 purchases of FVD, at an average price of $34.92, for a total of 299,367.00 shares. In addition, there have been 13 sales at an average price of $32.27 for 166,825.00 shares. Based on historical transaction data and FVD's current price of $46.06, 1776 WEALTH LLC's estimated gain on his FVD holdings is $1.03 Mil, reflecting a 9.89% gain to date.
1776 WEALTH LLC FVD ($46.06) Holding Chart
1776 WEALTH LLC FVD ($46.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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