KWM
FVL

Kingsview Wealth Management’s First TrustValue Line 100 Exchange-Traded FVL Stock Holding History

Kingsview Wealth Management’s Portfolio FVL Stock Details FVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,899
Closed -$372K – 802
2020
Q3 		$372K Buy
16,899
+6,562
+63% +$145K 0.03% 432
2020
Q2 		$219K Buy
+10,337
New +$209K 0.02% 511

Kingsview Wealth Management's FVL Position: Q4 2020 in Review

Kingsview Wealth Management sold out of First TrustValue Line 100 Exchange-Traded (FVL) in Q4 2020, closing a stake of 16,899 shares — an estimated $372K sold.

Kingsview Wealth Management first reported a position in FVL in Q2 2020 and held it in 2 quarters. The position peaked at $372K in Q3 2020. 0 funds tracked by Wall St. Rank hold FVL as of Q4 2020.

  • Kingsview Wealth Management reported no remaining First TrustValue Line 100 Exchange-Traded position as of Q4 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 16,899 First TrustValue Line 100 Exchange-Traded shares in Q4 2020, an estimated $372K.
  • Kingsview Wealth Management first reported a position in First TrustValue Line 100 Exchange-Traded in Q2 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's First TrustValue Line 100 Exchange-Traded position peaked at $372K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held First TrustValue Line 100 Exchange-Traded as of Q4 2020.

Based on Kingsview Wealth Management's 13F filing for Q4 2020, filed 16 Feb 2021.