Founders Financial Alliance’s Gabelli Dividend & Income Trust GDV Stock Holding History

Founders Financial Alliance’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,973	Closed	-$219K	–	585
2024 Q3	$219K	Buy	8,973 +105	+1%	+$2.46K	0.06%	270
2024 Q2	$201K	Buy	8,868 +109	+1%	+$2.44K	0.06%	266
2024 Q1	$201K	Buy	+8,759	New	+$192K	0.06%	264
2022 Q1	–	Sell	-7,950	Closed	-$215K	–	453
2021 Q4	$215K	Buy	+7,950	New	+$212K	0.09%	237
2020 Q4	–	Sell	-7,553	Closed	-$139K	–	753
2020 Q3	$139K	Buy	+7,553	New	+$141K	0.08%	204

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Founders Financial Alliance's GDV Position: Q4 2024 in Review

Founders Financial Alliance sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2024, closing a stake of 8,973 shares — an estimated $219K sold.

Founders Financial Alliance first reported a position in GDV in Q3 2020 and held it in 5 quarters. The position peaked at $219K in Q3 2024. 171 funds tracked by Wall St. Rank hold GDV as of Q4 2024.

Founders Financial Alliance reported no remaining Gabelli Dividend & Income Trust position as of Q4 2024 after selling out during the quarter.
Founders Financial Alliance sold 8,973 Gabelli Dividend & Income Trust shares in Q4 2024, an estimated $219K.
Founders Financial Alliance first reported a position in Gabelli Dividend & Income Trust in Q3 2020 and held it in 5 quarters.
Founders Financial Alliance's Gabelli Dividend & Income Trust position peaked at $219K in Q3 2024.
171 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.