Prism Advisors, Inc. FVD Holdings History
Prism Advisors, Inc.'s First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-06-30, Prism Advisors, Inc. held 94,914.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $4.24 Mil. This investment constitutes 1.21% of their stock portfolio, and Prism Advisors, Inc. now holds 0.05% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2019Q3. And since then Prism Advisors, Inc. has made 13 purchases of FVD, at an average price of $33.26, for a total of 712,734.00 shares. In addition, there have been 7 sales at an average price of $39.44 for 617,820.00 shares. Based on historical transaction data and FVD's current price of $45.26, Prism Advisors, Inc.'s estimated gain on his FVD holdings is $4.96 Mil, reflecting a 20.92% gain to date.
Prism Advisors, Inc. FVD ($45.26) Holding Chart
Prism Advisors, Inc. FVD ($45.26) 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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