FIRST TR VALUE LINE DIVID IN

Ticker: FVD CUSIP: 33734H106 Class: SHS

Waterfront Wealth Inc.'s Holding History (CIK: 0001775210)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,986 Value ($000) $428 Avg Close Range
Q3 2025
Shares 8,986 Value ($000) $415 Avg Close Range
Q2 2025
Shares 8,986 Value ($000) $402 Avg Close Range
Q1 2025
Shares 8,986 Value ($000) $401 Avg Close Range
Q4 2024
Shares 9,051 Value ($000) $395 Avg Close Range
Q3 2024
Shares 8,986 Value ($000) $405 Avg Close Range
Q2 2024
Shares 8,986 Value ($000) $366 Avg Close Range
Q1 2024
Shares 8,986 Value ($000) $367 Avg Close Range
Q4 2023
Shares 9,711 Value ($000) $394 Avg Close Range
Q3 2023
Shares 9,576 Value ($000) $349 Avg Close Range
Q2 2023
Shares 9,044 Value ($000) $371 Avg Close Range
Q1 2023
Shares 8,894 Value ($000) $357 Avg Close Range
Q4 2022
Shares 8,894 Value ($000) $360 Avg Close Range
Q3 2022
Shares 8,774 Value ($000) $337 Avg Close Range
Q2 2022
Shares 7,309 Value ($000) $284 Avg Close Range
Q1 2022
Shares 7,279 Value ($000) $310 Avg Close Range
Q4 2021
Shares 6,489 Value ($000) $279 Avg Close Range
Q3 2021
Shares 6,269 Value ($000) $246 Avg Close Range
Q2 2021
Shares 5,964 Value ($000) $237 Avg Close Range
Q1 2021
Shares 5,714 Value ($000) $218 Avg Close Range
Q4 2020
Shares 5,714 Value ($000) $200 Avg Close Range