Number of Shares
9,398.00
Current Holdings Value*
$410,110.00
% of Portfolio
0.1%
Total Estimate Gain
$840,805.93
% of Total Estimate Gain
17.61%

SignalPoint Asset Management, LLC's First Trust Value Line Dividend Index Fund Holding Summary

As of 2024-12-31, SignalPoint Asset Management, LLC held 9,398.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $410,110.00. This investment constitutes 0.1% of their stock portfolio, and SignalPoint Asset Management, LLC now holds 0% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.

The initial trade took place in 2017Q1. And since then SignalPoint Asset Management, LLC has made 12 purchases of FVD, at an average price of $35.51, for a total of 134,457.00 shares. In addition, there have been 10 sales at an average price of $41.55 for 125,059.00 shares. Based on historical transaction data and FVD's current price of $44.64, SignalPoint Asset Management, LLC's estimated gain on his FVD holdings is $840,805.93, reflecting a 17.61% gain to date.

SignalPoint Asset Management, LLC FVD ($44.64) Holding Chart

SignalPoint Asset Management, LLC FVD ($44.64) 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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