INSTITUTE FOR WEALTH MANAGEMENT, LLC. – First Trust Value Line Dividend Index Fund Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$891,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-7.78%
quarter
First Trust Value Line Dividend Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.86% | -1K shares | -114K | $35.79 | 24.9K |
| Q2 2022 | share | Decrease | -3.61% | -971 shares | -132K | $38.81 | 25.9K |
| Q1 2022 | share | Decrease | -0.61% | -165 shares | -27K | $42.3 | 26.87K |
| Q4 2021 | share | 0.00% | 0 shares | 104K | $42.93 | 27.03K | |
| Q3 2021 | share | 0.00% | 0 shares | -15K | $39.2 | 27.03K | |
| Q2 2021 | share | Decrease | -1.94% | -534 shares | 28K | $39.61 | 27.03K |
| Q1 2021 | share | 0.00% | 0 shares | 80K | $37.65 | 27.57K | |
| Q4 2020 | share | Increase | 0.00% | 27.57K shares | 967K | $34.6 | 27.57K |