BlueChip Wealth Advisors LLC FVD Holdings History
BlueChip Wealth Advisors LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, BlueChip Wealth Advisors LLC held 204,553.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $9.12 Mil. This investment constitutes 4.48% of their stock portfolio, and BlueChip Wealth Advisors LLC now holds 0.1% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2023Q4. And since then BlueChip Wealth Advisors LLC has made 2 purchases of FVD, at an average price of $39.22, for a total of 222,422.00 shares. In addition, there have been 3 sales at an average price of $41.82 for 17,869.00 shares. Based on historical transaction data and FVD's current price of $44.28, BlueChip Wealth Advisors LLC's estimated gain on his FVD holdings is $1.08 Mil, reflecting a 12.39% gain to date.
BlueChip Wealth Advisors LLC FVD ($44.28) Holding Chart
BlueChip Wealth Advisors LLC FVD ($44.28) 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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