PCG Wealth Advisors, LLC FVD Holdings History
PCG Wealth Advisors, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, PCG Wealth Advisors, LLC held 192,697.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $8.59 Mil. This investment constitutes 3% of their stock portfolio, and PCG Wealth Advisors, LLC now holds 0.09% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2021Q4. And since then PCG Wealth Advisors, LLC has made 6 purchases of FVD, at an average price of $40.53, for a total of 627,913.00 shares. In addition, there have been 7 sales at an average price of $39.34 for 435,216.00 shares. Based on historical transaction data and FVD's current price of $46.06, PCG Wealth Advisors, LLC's estimated gain on his FVD holdings is $546,644.02, reflecting a 2.15% gain to date.
PCG Wealth Advisors, LLC FVD ($46.06) Holding Chart
PCG Wealth Advisors, 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 % | |||
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