Fountainhead AM, LLC FVD Holdings History
Fountainhead AM, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Fountainhead AM, LLC held 114,513.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $5.11 Mil. This investment constitutes 0.83% of their stock portfolio, and Fountainhead AM, LLC now holds 0.06% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2020Q4. And since then Fountainhead AM, LLC has made 6 purchases of FVD, at an average price of $35.23, for a total of 594,092.00 shares. In addition, there have been 11 sales at an average price of $41.39 for 479,579.00 shares. Based on historical transaction data and FVD's current price of $45.84, Fountainhead AM, LLC's estimated gain on his FVD holdings is $4.17 Mil, reflecting a 19.93% gain to date.
Fountainhead AM, LLC FVD ($45.84) Holding Chart
Fountainhead AM, LLC FVD ($45.84) 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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