Ownership history in NWAM LLC · 34 quarters on record
This page tracks every 13F SEC filing in which NWAM LLC reported a position in FIRST TR VALUE LINE DIVID IN (FVD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 81,938 | +1,715 | +2.1% | 0.27% | $3.8M | $45.92 |
| 2025 Q2 | ADDED | 80,223 | +17,250 | +27.4% | 0.30% | $3.6M | $44.15 |
| 2025 Q1 | ADDED | 62,973 | +2,854 | +4.7% | 0.24% | $2.8M | $43.79 |
| 2024 Q4 | ADDED | 60,119 | +21,682 | +56.4% | 0.16% | $2.6M | $42.60 |
As of 2025 Q4 — sorted by position size