KWA
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Kingswood Wealth Advisors’s First Trust Value Line Dividend Fund FVD Stock Holding History

Kingswood Wealth Advisors’s Portfolio FVD Stock Details FVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.79M Buy
38,049
+150
+0.4% +$7.2K 0.08% 258
2025
Q4 		$1.75M Buy
37,899
+1,369
+4% +$62.9K 0.08% 242
2025
Q3 		$1.69M Sell
36,530
-2,793
-7% -$128K 0.1% 207
2025
Q2 		$1.76M Buy
39,323
+3,823
+11% +$168K 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% +$820K 0.14% 163
2024
Q3 		$1.07M Buy
23,611
+9,104
+63% +$395K 0.08% 275
2024
Q2 		$591K Buy
14,507
+539
+4% +$22.3K 0.05% 347
2024
Q1 		$590K Sell
13,968
-3,668
-21% -$150K 0.07% 306
2023
Q4 		$715K Buy
17,636
+12,001
+213% +$460K 0.08% 267
2023
Q3 		$457K Sell
5,635
-28,411
-83% -$1.12M 0.08% 264
2023
Q2 		$2.41M Buy
+34,046
New +$1.36M 0.77% 28

Other funds holding FVD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return