Beacon Financial Advisory LLC FVD Holdings History
Beacon Financial Advisory LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 241,113.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $10.78 Mil. This investment constitutes 2.79% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.12% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2019Q4. And since then Beacon Financial Advisory LLC has made 14 purchases of FVD, at an average price of $38.31, for a total of 304,276.00 shares. In addition, there have been 7 sales at an average price of $34.93 for 63,163.00 shares. Based on historical transaction data and FVD's current price of $45.95, Beacon Financial Advisory LLC's estimated gain on his FVD holdings is $1.63 Mil, reflecting a 13.95% gain to date.
Beacon Financial Advisory LLC FVD ($45.95) Holding Chart
Beacon Financial Advisory LLC FVD ($45.95) 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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