Number of Shares
192,697.00
Current Holdings Value*
$8.59 Mil
% of Portfolio
3%
Total Estimate Gain
$483,054.01
% of Total Estimate Gain
1.90%

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 $45.73, PCG Wealth Advisors, LLC's estimated gain on his FVD holdings is $483,054.01, reflecting a 1.90% gain to date.

PCG Wealth Advisors, LLC FVD ($45.73) Holding Chart

PCG 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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