Ten Capital Wealth Advisors, LLC FVD Holdings History
Ten Capital Wealth Advisors, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2023-06-30, Ten Capital Wealth Advisors, LLC held 480,908.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $19.28 Mil. This investment constitutes 5.59% of their stock portfolio, and Ten Capital Wealth Advisors, LLC now holds 0.16% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2020Q3. And since then Ten Capital Wealth Advisors, LLC has made 8 purchases of FVD, at an average price of $34.18, for a total of 872,135.00 shares. In addition, there have been 3 sales at an average price of $39.87 for 391,227.00 shares. Based on historical transaction data and FVD's current price of $44.73, Ten Capital Wealth Advisors, LLC's estimated gain on his FVD holdings is $7.31 Mil, reflecting a 24.51% gain to date.
Ten Capital Wealth Advisors, LLC FVD ($44.73) Holding Chart
Ten Capital Wealth Advisors, LLC FVD ($44.73) 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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