KWA
FTCE

Kingswood Wealth Advisors’s First Trust New Constructs Core Earnings Leaders ETF FTCE Stock Holding History

Kingswood Wealth Advisors’s Portfolio FTCE Stock Details FTCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Buy
64,195
+14,521
+29% +$381K 0.07% 291
2026
Q1 		$1.17M Buy
+49,674
New +$1.23M 0.06% 344

Other funds holding FTCE

HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MCA
MSH Capital Advisors Scottsdale, Arizona $575M AUM 23.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingswood Wealth Advisors's FTCE Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust New Constructs Core Earnings Leaders ETF (FTCE) stake by 29% in Q2 2026, buying an estimated $381K and bringing the position to 64,195 shares worth $1.74M. The position accounts for 0.07% of the portfolio, ranked #291.

Kingswood Wealth Advisors first reported a position in FTCE in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold FTCE as of Q2 2026.

  • Kingswood Wealth Advisors held 64,195 shares of First Trust New Constructs Core Earnings Leaders ETF worth $1.74M as of Q2 2026.
  • Kingswood Wealth Advisors bought 14,521 First Trust New Constructs Core Earnings Leaders ETF shares in Q2 2026, an estimated $381K.
  • First Trust New Constructs Core Earnings Leaders ETF made up 0.07% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #291 holding.
  • Kingswood Wealth Advisors first reported a position in First Trust New Constructs Core Earnings Leaders ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held First Trust New Constructs Core Earnings Leaders ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.