TRUEWEALTH ADVISORS, LLC – First Trust Value Line Dividend Index Fund Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$523,000
portfolio value
TRUEWEALTH ADVISORS, 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 | -49.67% | -14.43K shares | -605K | $35.79 | 14.62K |
| Q2 2022 | share | Decrease | -3.37% | -1.01K shares | -166K | $38.81 | 29.05K |
| Q1 2022 | share | Increase | +5.00% | 1.50K shares | -11K | $42.3 | 31.57K |
| Q4 2021 | share | Increase | 0.00% | 30.06K shares | 1.29M | $42.93 | 30.06K |