Fairvoy Private Wealth, LLC FVD Holdings History
Fairvoy Private Wealth, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Fairvoy Private Wealth, LLC held 99,144.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $4.42 Mil. This investment constitutes 1.22% of their stock portfolio, and Fairvoy Private Wealth, LLC now holds 0.05% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2024Q4. And since then Fairvoy Private Wealth, LLC has made 1 purchases of FVD, at an average price of $44.50, for a total of 99,144.00 shares. Based on historical transaction data and FVD's current price of $45.13, Fairvoy Private Wealth, LLC's estimated gain on his FVD holdings is $62,084.88, reflecting a 1.41% gain to date.
Fairvoy Private Wealth, LLC FVD ($45.13) Holding Chart
Fairvoy Private Wealth, LLC FVD ($45.13) 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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