Kingswood Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
39,323
+3,823
| +11% | +$171K | 0.14% | 163 |
|
|
2025
Q1 | $1.58M | Sell |
35,500
-6,223
| -15% | -$277K | 0.14% | 168 |
|
|
2024
Q4 | $1.82M | Buy |
41,723
+18,112
| +77% | +$790K | 0.14% | 163 |
|
|
2024
Q3 | $1.07M | Buy |
23,611
+9,104
| +63% | +$414K | 0.08% | 275 |
|
|
2024
Q2 | $591K | Buy |
14,507
+539
| +4% | +$22K | 0.05% | 347 |
|
|
2024
Q1 | $590K | Sell |
13,968
-3,668
| -21% | -$155K | 0.07% | 306 |
|
|
2023
Q4 | $715K | Buy |
17,636
+12,001
| +213% | +$487K | 0.08% | 267 |
|
|
2023
Q3 | $457K | Sell |
5,635
-28,411
| -83% | -$2.3M | 0.08% | 264 |
|
|
2023
Q2 | $2.41M | Buy |
+34,046
| New | +$2.41M | 0.77% | 28 |
|