Towerpoint Wealth, LLC FVD Holdings History
Towerpoint Wealth, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 131,905.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $5.90 Mil. This investment constitutes 2.61% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.07% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2018Q3. And since then Towerpoint Wealth, LLC has made 23 purchases of FVD, at an average price of $34.58, for a total of 145,562.00 shares. In addition, there have been 5 sales at an average price of $40.92 for 13,657.00 shares. Based on historical transaction data and FVD's current price of $45.14, Towerpoint Wealth, LLC's estimated gain on his FVD holdings is $1.48 Mil, reflecting a 29.41% gain to date.
Towerpoint Wealth, LLC FVD ($45.14) Holding Chart
Towerpoint Wealth, LLC FVD ($45.14) 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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