Monarch Volume Factor Dividend Tree Index ETF $MVFD Shares Purchased by Kingsview Wealth Management LLC

Kingsview Wealth Management LLC increased its position in shares of Monarch Volume Factor Dividend Tree Index ETF (BATS:MVFD) by 4.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,897,902 shares of the company’s stock after acquiring an additional 136,287 shares during the period. Monarch Volume Factor Dividend Tree Index ETF makes up about 1.2% of Kingsview Wealth Management LLC’s investment portfolio, making the stock its 14th largest position. Kingsview Wealth Management LLC owned approximately 95.33% of Monarch Volume Factor Dividend Tree Index ETF worth $81,699,000 at the end of the most recent quarter.

Separately, West Michigan Advisors LLC acquired a new position in Monarch Volume Factor Dividend Tree Index ETF during the fourth quarter worth about $216,000.

Monarch Volume Factor Dividend Tree Index ETF Stock Down 0.9%

BATS:MVFD opened at $30.42 on Thursday. The business’s 50-day moving average price is $29.88 and its 200 day moving average price is $29.56. Monarch Volume Factor Dividend Tree Index ETF has a 52-week low of $25.08 and a 52-week high of $31.86.

About Monarch Volume Factor Dividend Tree Index ETF

The Monarch Volume Factor Dividend Tree Index ETF (MVFD) is an exchange-traded fund that is based on the Monarch Volume Factor Dividend Tree index. The fund tracks an equal-weighted index comprised of US equities that are exhibiting positive cash flow and dividend-paying capabilities. The fund can toggle to short-term US Treasury securities when cash flow trend is negative. MVFD was launched on Mar 6, 2024 and is issued by Monarch.