EFS
Essex Financial Services’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $513K | Sell |
10,449
-607
| -5% | -$29.8K | 0.03% | 401 |
|
2025
Q1 | $559K | Buy |
11,056
+138
| +1% | +$6.97K | 0.04% | 355 |
|
2024
Q4 | $548K | Buy |
10,918
+513
| +5% | +$25.8K | 0.04% | 359 |
|
2024
Q3 | $559K | Buy |
10,405
+188
| +2% | +$10.1K | 0.04% | 356 |
|
2024
Q2 | $530K | Buy |
10,217
+1,642
| +19% | +$85.2K | 0.04% | 366 |
|
2024
Q1 | $461K | Buy |
+8,575
| New | +$461K | 0.04% | 339 |
|