Gateway Wealth Partners, LLC FVD Holdings History
Gateway Wealth Partners, LLC's First Trust Value Line Dividend Index Fund Holding Summary
As of 2025-03-31, Gateway Wealth Partners, LLC held 176,164.00 shares of First Trust Value Line Dividend Index Fund(FVD), totaling $7.86 Mil. This investment constitutes 1.76% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.09% of the outstanding First Trust Value Line Dividend Index Fund(FVD) stock.
The initial trade took place in 2022Q4. And since then Gateway Wealth Partners, LLC has made 6 purchases of FVD, at an average price of $40.16, for a total of 199,713.00 shares. In addition, there have been 3 sales at an average price of $42.59 for 23,549.00 shares. Based on historical transaction data and FVD's current price of $45.18, Gateway Wealth Partners, LLC's estimated gain on his FVD holdings is $942,035.73, reflecting a 11.75% gain to date.
Gateway Wealth Partners, LLC FVD ($45.18) Holding Chart
Gateway Wealth Partners, LLC FVD ($45.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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