BARNES PETTEY FINANCIAL ADVISORS, LLC FVD Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 79,735.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $3.56 Mil. This investment constitutes 2.77% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.04% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2021Q4. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 4 purchases of FVD, at an average price of $40.95, for a total of 204,486.00 shares. In addition, there have been 10 sales at an average price of $42.09 for 124,751.00 shares. Based on historical transaction data and FVD's current price of $46.06, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his FVD holdings is $549,659.43, reflecting a 6.56% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC FVD ($46.06) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, 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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