Catalyst Wealth Management, LLC FVD Holdings History
Catalyst Wealth Management, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2023-03-31, Catalyst Wealth Management, LLC held 63,850.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $2.56 Mil. This investment constitutes 2.4% of their stock portfolio, and Catalyst Wealth Management, LLC now holds 0.02% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2022Q4. In addition, there have been 1 sales at an average price of $39.87 for 18,080.00 shares. Based on historical transaction data and FVD's current price of $45.73, Catalyst Wealth Management, LLC's estimated gain on his FVD holdings is $461,006.80, reflecting a 14.50% gain to date.
Catalyst Wealth Management, LLC FVD ($45.73) Holding Chart
Catalyst Wealth Management, LLC FVD ($45.73) 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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