Gladstone Institutional Advisory’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $866K | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.66M | Sell |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $3.14M | Sell |
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|
2023
Q4 | $3.32M | Sell |
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|
2023
Q3 | $3.55M | Sell |
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|
2023
Q2 | $4.01M | Buy |
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|
2023
Q1 | $3.84M | Sell |
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|
2022
Q4 | $4.59M | Sell |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $4.38M | Sell |
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|
2022
Q1 | $5.25M | Sell |
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|
2021
Q4 | $11.4M | Buy |
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|
2021
Q3 | $9.96M | Sell |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $7.27M | Sell |
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|
2020
Q4 | $7.69M | Buy |
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|
2020
Q3 | $5.71M | Sell |
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|
2020
Q2 | $7.18M | Buy |
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|
2020
Q1 | $3.06M | Buy |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $774K | Sell |
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|
2019
Q1 | $885K | Buy |
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|
2018
Q4 | $730K | Buy |
|