New England Private Wealth Advisors LLC FVD Holdings History
New England Private Wealth Advisors LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 758,187.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $33.81 Mil. This investment constitutes 5.23% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.37% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2014Q1. And since then New England Private Wealth Advisors LLC has made 16 purchases of FVD, at an average price of $27.36, for a total of 2.02 Mil shares. In addition, there have been 20 sales at an average price of $33.16 for 1.26 Mil shares. Based on historical transaction data and FVD's current price of $45.73, New England Private Wealth Advisors LLC's estimated gain on his FVD holdings is $21.26 Mil, reflecting a 38.41% gain to date.
New England Private Wealth Advisors LLC FVD ($45.73) Holding Chart
New England Private Wealth Advisors LLC FVD ($45.73) 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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