Cherry Creek Investment Advisors, Inc. FVD Holdings History
Cherry Creek Investment Advisors, Inc.'s First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Cherry Creek Investment Advisors, Inc. held 157,347.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $7.02 Mil. This investment constitutes 3.65% of their stock portfolio, and Cherry Creek Investment Advisors, Inc. now holds 0.08% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2021Q2. And since then Cherry Creek Investment Advisors, Inc. has made 11 purchases of FVD, at an average price of $40.25, for a total of 166,029.00 shares. In addition, there have been 4 sales at an average price of $41.60 for 8,682.00 shares. Based on historical transaction data and FVD's current price of $45.18, Cherry Creek Investment Advisors, Inc.'s estimated gain on his FVD holdings is $788,231.13, reflecting a 11.80% gain to date.
Cherry Creek Investment Advisors, Inc. FVD ($45.18) Holding Chart
Cherry Creek Investment Advisors, Inc. FVD ($45.18) 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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