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 $45.93, Hobart Private Capital, LLC's estimated gain on his FVD holdings is $2.04 Mil, reflecting a 11.64% gain to date.
Hobart Private Capital, LLC FVD ($45.93) Holding Chart
Hobart Private Capital, LLC FVD ($45.93) 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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