BEACON FINANCIAL GROUP FVD Holdings History
BEACON FINANCIAL GROUP's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, BEACON FINANCIAL GROUP held 421,511.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $18.80 Mil. This investment constitutes 2.05% of their stock portfolio, and BEACON FINANCIAL GROUP now holds 0.21% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2022Q4. And since then BEACON FINANCIAL GROUP has made 7 purchases of FVD, at an average price of $39.63, for a total of 500,404.00 shares. In addition, there have been 3 sales at an average price of $44.13 for 78,893.00 shares. Based on historical transaction data and FVD's current price of $44.57, BEACON FINANCIAL GROUP's estimated gain on his FVD holdings is $2.44 Mil, reflecting a 12.29% gain to date.
BEACON FINANCIAL GROUP FVD ($44.57) Holding Chart
BEACON FINANCIAL GROUP FVD ($44.57) 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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