Petix & Botte Co FVD Holdings History

Number of Shares
409,745.00
Current Holdings Value*
$18.27 Mil
% of Portfolio
4.81%
Total Estimate Gain
$3.97 Mil
% of Total Estimate Gain
7.10%

Petix & Botte Co's First Trust Value Line Dividend Index Fund Holding Summary

As of 2025-03-31, Petix & Botte Co held 409,745.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $18.27 Mil. This investment constitutes 4.81% of their stock portfolio, and Petix & Botte Co now holds 0.2% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.

The initial trade took place in 2019Q4. And since then Petix & Botte Co has made 13 purchases of FVD, at an average price of $38.94, for a total of 1.43 Mil shares. In addition, there have been 7 sales at an average price of $40.28 for 1.02 Mil shares. Based on historical transaction data and FVD's current price of $45.27, Petix & Botte Co's estimated gain on his FVD holdings is $3.97 Mil, reflecting a 7.10% gain to date.

Petix & Botte Co FVD ($45.27) Holding Chart

Petix & Botte Co FVD ($45.27) 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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