Migdal Insurance & Financial Holdings’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
2026 Q1	$69.7K	Hold	1,483	–	–	﹤0.01%	267
2025 Q4	$68K	Hold	1,483	–	–	﹤0.01%	252
2025 Q3	$69K	Sell	1,483 -708	-32%	-$32.4K	﹤0.01%	254
2025 Q2	$98K	Sell	2,191 -258	-11%	-$11.3K	﹤0.01%	232
2025 Q1	$109K	Sell	2,449 -53	-2%	-$2.35K	﹤0.01%	246
2024 Q4	$109K	Sell	2,502 -349	-12%	-$15.8K	﹤0.01%	227
2024 Q3	$130K	Sell	2,851 -1,188	-29%	-$51.5K	﹤0.01%	225
2024 Q2	$165K	Sell	4,039 -1,640	-29%	-$67.7K	﹤0.01%	221
2024 Q1	$240K	Sell	5,679 -642	-10%	-$26.2K	﹤0.01%	202
2023 Q4	$256K	Buy	6,321 +322	+5%	+$12.3K	0.01%	221
2023 Q3	$224K	Buy	5,999 +3,555	+145%	+$140K	﹤0.01%	223
2023 Q2	$98K	Sell	2,444 -41,516	-94%	-$1.66M	﹤0.01%	263
2023 Q1	$1.76M	Sell	43,960 -77,050	-64%	-$3.09M	0.04%	121
2022 Q4	$4.83M	Buy	121,010 +3,326	+3%	+$130K	0.11%	79
2022 Q3	$4.24M	Buy	117,684 +48,807	+71%	+$1.93M	0.1%	88
2022 Q2	$2.67M	Buy	+68,877	New	+$2.79M	0.06%	92