DHJJ Financial Advisors, Ltd. FVD Holdings History
DHJJ Financial Advisors, Ltd.'s First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-06-30, DHJJ Financial Advisors, Ltd. held 133,836.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $5.98 Mil. This investment constitutes 2.16% of their stock portfolio, and DHJJ Financial Advisors, Ltd. now holds 0.07% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2020Q4. And since then DHJJ Financial Advisors, Ltd. has made 10 purchases of FVD, at an average price of $34.35, for a total of 167,149.00 shares. In addition, there have been 8 sales at an average price of $41.32 for 33,313.00 shares. Based on historical transaction data and FVD's current price of $45.73, DHJJ Financial Advisors, Ltd.'s estimated gain on his FVD holdings is $1.76 Mil, reflecting a 30.59% gain to date.
DHJJ Financial Advisors, Ltd. FVD ($45.73) Holding Chart
DHJJ Financial Advisors, Ltd. 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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