Number of Shares
154,560.00
Current Holdings Value*
$6.89 Mil
% of Portfolio
0.25%
Total Estimate Gain
$2.13 Mil
% of Total Estimate Gain
14.17%

WEDBUSH SECURITIES INC's First Trust Value Line Dividend Index Fund Holding Summary

As of 2025-03-31, WEDBUSH SECURITIES INC held 154,560.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $6.89 Mil. This investment constitutes 0.25% of their stock portfolio, and WEDBUSH SECURITIES INC now holds 0.08% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.

The initial trade took place in 2017Q1. And since then WEDBUSH SECURITIES INC has made 18 purchases of FVD, at an average price of $36.02, for a total of 417,616.00 shares. In addition, there have been 10 sales at an average price of $38.78 for 263,056.00 shares. Based on historical transaction data and FVD's current price of $45.13, WEDBUSH SECURITIES INC's estimated gain on his FVD holdings is $2.13 Mil, reflecting a 14.17% gain to date.

WEDBUSH SECURITIES INC FVD ($45.13) Holding Chart

WEDBUSH SECURITIES INC 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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