Hobart Private Capital, LLC FVD Holdings History
Hobart Private Capital, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Hobart Private Capital, LLC held 296,484.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $13.22 Mil. This investment constitutes 3.31% of their stock portfolio, and Hobart Private Capital, LLC now holds 0.14% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2023Q4. And since then Hobart Private Capital, LLC has made 5 purchases of FVD, at an average price of $39.78, for a total of 440,358.00 shares. In addition, there have been 1 sales at an average price of $41.28 for 143,874.00 shares. Based on historical transaction data and FVD's current price of $46.06, Hobart Private Capital, LLC's estimated gain on his FVD holdings is $2.08 Mil, reflecting a 11.86% gain to date.
Hobart Private Capital, LLC FVD ($46.06) Holding Chart
Hobart Private Capital, LLC FVD ($46.06) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
