1776 WEALTH LLC FVD Holdings History

Number of Shares
132,542.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
2.71%
Total Estimate Gain
$990,115.42
% of Total Estimate Gain
9.47%

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 $45.73, 1776 WEALTH LLC's estimated gain on his FVD holdings is $990,115.42, reflecting a 9.47% gain to date.

1776 WEALTH LLC FVD ($45.73) Holding Chart

1776 WEALTH LLC FVD ($45.73) 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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