Number of Shares
547,013.00
Current Holdings Value*
$24.27 Mil
% of Portfolio
4.66%
Total Estimate Gain
$2.77 Mil
% of Total Estimate Gain
12.45%

VICTORY FINANCIAL GROUP, LLC's First Trust Value Line Dividend Index Fund Holding Summary

As of 2025-03-31, VICTORY FINANCIAL GROUP, LLC held 547,013.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $24.27 Mil. This investment constitutes 4.66% of their stock portfolio, and VICTORY FINANCIAL GROUP, LLC now holds 0.27% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.

The initial trade took place in 2023Q4. And since then VICTORY FINANCIAL GROUP, LLC has made 4 purchases of FVD, at an average price of $40.67, for a total of 547,013.00 shares. Based on historical transaction data and FVD's current price of $45.73, VICTORY FINANCIAL GROUP, LLC's estimated gain on his FVD holdings is $2.77 Mil, reflecting a 12.45% gain to date.

VICTORY FINANCIAL GROUP, LLC FVD ($45.73) Holding Chart

VICTORY FINANCIAL GROUP, LLC FVD ($45.73) 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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