Kingswood Wealth Advisors, LLC FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025
Number of Shares
79,520
Previous 83,220 4.45%
Holding current value
$1.57 Billion
Previous $1.69 Billion 7.13%
% of portfolio
0.12%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
N/A
-3,700 Reduced 4.45%
79,520 $1.57 Billion
Q1 2025

Apr 21, 2025
SELL
N/A
-1,680 Reduced 1.98%
83,220 $1.69 Billion
Q4 2024

Jan 22, 2025
BUY
N/A
26,757 Added 46.02%
84,900 $1.65 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
58,143 New
58,143 $1.13 Billion
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