Petix & Botte Co FVD Holdings History
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 % |
Top Ranked Articles
- 1