Secure Asset Management, LLC FVD Holdings History
Secure Asset Management, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-06-30, Secure Asset Management, LLC held - shares of First Trust Value Line Dividend Index Fund(FVD), totaling N/A. This investment constitutes 0% of their stock portfolio, and Secure Asset Management, LLC now holds 0% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2022Q4. And since then Secure Asset Management, LLC has made 6 purchases of FVD, at an average price of $39.25, for a total of 86,083.00 shares. In addition, there have been 5 sales at an average price of $43.81 for 86,083.00 shares. Based on historical transaction data and FVD's current price of $45.13, Secure Asset Management, LLC's estimated gain on his FVD holdings is $392,498.88, reflecting a 11.62% gain to date.
Secure Asset Management, LLC FVD ($45.13) Holding Chart
Secure Asset Management, LLC FVD ($45.13) 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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