FLAGSTAR ADVISORS INC FVD Holdings History

Number of Shares
194,783.00
Current Holdings Value*
$8.69 Mil
% of Portfolio
2.22%
Total Estimate Gain
$972,393.59
% of Total Estimate Gain
10.38%

FLAGSTAR ADVISORS INC's First Trust Value Line Dividend Index Fund Holding Summary

As of 2025-03-31, FLAGSTAR ADVISORS INC held 194,783.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $8.69 Mil. This investment constitutes 2.22% of their stock portfolio, and FLAGSTAR ADVISORS INC now holds 0.1% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.

The initial trade took place in 2021Q3. And since then FLAGSTAR ADVISORS INC has made 8 purchases of FVD, at an average price of $40.30, for a total of 232,504.00 shares. In addition, there have been 6 sales at an average price of $40.90 for 37,721.00 shares. Based on historical transaction data and FVD's current price of $45.18, FLAGSTAR ADVISORS INC's estimated gain on his FVD holdings is $972,393.59, reflecting a 10.38% gain to date.

FLAGSTAR ADVISORS INC FVD ($45.18) Holding Chart

FLAGSTAR 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 %

Top Ranked Articles

  • 1