Kingswood Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 36,530 shares of FVD stock, worth $1.68 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

36,530

Previous 39,323 7.1%

Holding current value

$1.68 Million

Previous $1.76 Billion 3.9%

% of portfolio

0.1%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$44.73 - $46.86 $124,930 - $130,879	-2,793 Reduced 7.1%	36,530 $1.69 Billion
Q2 2025 Jul 23, 2025	SELL	$40.62 - $45.12 $662,065 - $735,410	-16,299 Reduced 29.3%	39,323 $1.76 Billion
Q1 2025 Jul 25, 2025	SELL	$42.61 - $45.51 $162,898 - $173,984	-3,823 Reduced 9.72%	35,500 $1.58 Billion
Q1 2025 Apr 21, 2025	BUY	$42.61 - $45.51 $592,236 - $632,543	13,899 Added 33.31%	55,622 $2.48 Billion
Q4 2024 Jan 22, 2025	BUY	$43.4 - $46.7 $786,060 - $845,830	18,112 Added 76.71%	41,723 $1.82 Billion

Q3 2024 Oct 21, 2024	BUY	$40.45 - $45.49 $368,256 - $414,140	9,104 Added 62.76%	23,611 $1.07 Billion
Q2 2024 Jul 09, 2024	BUY	$39.94 - $42.43 $21,527 - $22,869	539 Added 3.86%	14,507 $591 Million
Q1 2024 Apr 15, 2024	SELL	$39.94 - $42.23 $146,499 - $154,899	-3,668 Reduced 20.8%	13,968 $590 Million
Q4 2023 Jan 16, 2024	BUY	$36.09 - $40.63 $433,116 - $487,600	12,001 Added 212.97%	17,636 $715 Million
Q3 2023 Oct 23, 2023	SELL	$37.39 - $41.11 $1.06 Million - $1.17 Million	-28,411 Reduced 83.45%	5,635 $457 Million
Q2 2023 Aug 09, 2023	BUY	$38.66 - $40.72 $1.32 Million - $1.39 Million	34,046 New	34,046 $2.41 Billion

Others Institutions Holding FVD

# of Institutions

656

Shares Held

138M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

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Kingswood Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History