EFS
HEFT

Essex Financial Services’s Hedgeye Fourth Turning ETF HEFT Stock Holding History

Essex Financial Services’s Portfolio HEFT Stock Details HEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09M Buy
+40,946
New +$1.1M 0.06% 265

Other funds holding HEFT

FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $151M AUM 26.83% 1-Year Est. Return

Essex Financial Services's HEFT Position: Q1 2026 in Review

Essex Financial Services opened a new position in Hedgeye Fourth Turning ETF (HEFT) in Q1 2026: 40,946 shares worth $1.09M. The stake represents 0.06% of the portfolio and ranks #265 among its holdings.

18 funds tracked by Wall St. Rank hold HEFT as of Q1 2026.

  • Essex Financial Services held 40,946 shares of Hedgeye Fourth Turning ETF worth $1.09M as of Q1 2026.
  • Hedgeye Fourth Turning ETF was a new Essex Financial Services position in Q1 2026.
  • Hedgeye Fourth Turning ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #265 holding.
  • 18 funds tracked by Wall St. Rank held Hedgeye Fourth Turning ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.