Bickling Financial Services, Inc. FVD Holdings History
Bickling Financial Services, Inc.'s First Trust Value Line Dividend Index Fund Holding Summary
As of 2022-12-31, Bickling Financial Services, Inc. held 181,963.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $7.26 Mil. This investment constitutes 4.53% of their stock portfolio, and Bickling Financial Services, Inc. now holds 0.06% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2020Q4. And since then Bickling Financial Services, Inc. has made 6 purchases of FVD, at an average price of $38.12, for a total of 184,866.00 shares. In addition, there have been 2 sales at an average price of $39.41 for 2,903.00 shares. Based on historical transaction data and FVD's current price of $45.13, Bickling Financial Services, Inc.'s estimated gain on his FVD holdings is $1.28 Mil, reflecting a 18.15% gain to date.
Bickling Financial Services, Inc. FVD ($45.13) Holding Chart
Bickling Financial Services, Inc. FVD ($45.13) 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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