GWP
Gateway Wealth Partners’s First Trust Value Line Dividend Fund FVD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Sell |
173,795
-2,369
| -1% | -$106K | 1.47% | 8 |
|
|
2025
Q1 | $7.86M | Sell |
176,164
-1,570
| -0.9% | -$70K | 1.76% | 7 |
|
|
2024
Q4 | $7.76M | Buy |
177,734
+20,891
| +13% | +$912K | 2.01% | 7 |
|
|
2024
Q3 | $7.13M | Sell |
156,843
-14,096
| -8% | -$641K | 1.97% | 7 |
|
|
2024
Q2 | $6.97M | Buy |
170,939
+39,932
| +30% | +$1.63M | 2.11% | 7 |
|
|
2024
Q1 | $5.53M | Sell |
131,007
-7,883
| -6% | -$333K | 1.99% | 7 |
|
|
2023
Q4 | $5.63M | Buy |
138,890
+1,618
| +1% | +$65.6K | 2.27% | 6 |
|
|
2023
Q3 | $5.13M | Buy |
137,272
+21,542
| +19% | +$805K | 0.93% | 24 |
|
|
2023
Q2 | $4.64M | Buy |
115,730
+15,777
| +16% | +$632K | 0.83% | 24 |
|
|
2023
Q1 | $4.01M | Buy |
99,953
+6,208
| +7% | +$249K | 0.62% | 27 |
|
|
2022
Q4 | $3.74M | Buy |
+93,745
| New | +$3.74M | 0.64% | 27 |
|