BARRETT & COMPANY, INC. FVD Holdings History
BARRETT & COMPANY, INC.'s First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, BARRETT & COMPANY, INC. held 103,808.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $4.63 Mil. This investment constitutes 1.99% of their stock portfolio, and BARRETT & COMPANY, INC. now holds 0.05% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2022Q3. And since then BARRETT & COMPANY, INC. has made 7 purchases of FVD, at an average price of $39.38, for a total of 104,438.00 shares. In addition, there have been 1 sales at an average price of $44.44 for 630.00 shares. Based on historical transaction data and FVD's current price of $45.27, BARRETT & COMPANY, INC.'s estimated gain on his FVD holdings is $614,682.73, reflecting a 14.95% gain to date.
BARRETT & COMPANY, INC. FVD ($45.27) Holding Chart
BARRETT & COMPANY, INC. FVD ($45.27) 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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