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 Q2	$1.9M	Buy	39,396 +1,347	+4%	+$64.2K	0.08%	269
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its First Trust Value Line Dividend Fund (FVD) stake by 3.5% in Q2 2026, buying an estimated $64.2K and bringing the position to 39,396 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #269.

Kingswood Wealth Advisors first reported a position in FVD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.41M in Q2 2023. 639 funds tracked by Wall St. Rank hold FVD as of Q2 2026.

Kingswood Wealth Advisors held 39,396 shares of First Trust Value Line Dividend Fund worth $1.9M as of Q2 2026.
Kingswood Wealth Advisors bought 1,347 First Trust Value Line Dividend Fund shares in Q2 2026, an estimated $64.2K.
First Trust Value Line Dividend Fund made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #269 holding.
Kingswood Wealth Advisors first reported a position in First Trust Value Line Dividend Fund in Q2 2023 and has held it in 13 quarters since.
Kingswood Wealth Advisors's First Trust Value Line Dividend Fund position peaked at $2.41M in Q2 2023.
639 funds tracked by Wall St. Rank held First Trust Value Line Dividend Fund as of Q2 2026.

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