Gateway Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 177,734 shares of FVD stock, worth $7.83 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

177,734

Previous 156,843 13.32%

Holding current value

$7.83 Million

Previous $7.13 Billion 8.71%

% of portfolio

2.01%

Previous 1.97%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$43.4 - $46.7 $906,669 - $975,609	20,891 Added 13.32%	177,734 $7.76 Billion
Q3 2024 Oct 24, 2024	SELL	$40.45 - $45.49 $570,183 - $641,227	-14,096 Reduced 8.25%	156,843 $7.13 Billion
Q2 2024 Aug 16, 2024	BUY	$39.94 - $42.43 $1.59 Million - $1.69 Million	39,932 Added 30.48%	170,939 $6.97 Billion
Q1 2024 May 14, 2024	SELL	$39.94 - $42.23 $314,847 - $332,899	-7,883 Reduced 5.68%	131,007 $5.53 Billion
Q4 2023 Feb 13, 2024	BUY	$36.09 - $40.63 $58,393 - $65,739	1,618 Added 1.18%	138,890 $5.63 Billion
Q3 2023 Nov 14, 2023	BUY	$37.39 - $41.11 $805,455 - $885,591	21,542 Added 18.61%	137,272 $5.13 Billion
Q2 2023 Aug 14, 2023	BUY	$38.66 - $40.72 $609,938 - $642,439	15,777 Added 15.78%	115,730 $4.64 Billion
Q1 2023 May 10, 2023	BUY	$38.43 - $41.37 $238,573 - $256,824	6,208 Added 6.62%	99,953 $4.01 Billion
Q4 2022 Feb 15, 2023	BUY	$35.61 - $41.46 $3.34 Million - $3.89 Million	93,745 New	93,745 $3.74 Billion

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Gateway Wealth Partners, LLC First Tr Value Line Divid Inde Transaction History