KCFA
Key Client Fiduciary Advisors’s FT Vest DJIA Dogs 10 Target Income ETF DOGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-65,177
| Closed | -$1.24M | – | 190 |
|
2024
Q4 | $1.24M | Sell |
65,177
-1,601
| -2% | -$30.5K | 0.55% | 43 |
|
2024
Q3 | $1.39M | Buy |
66,778
+4,978
| +8% | +$104K | 0.62% | 37 |
|
2024
Q2 | $1.22M | Buy |
61,800
+12,201
| +25% | +$241K | 0.61% | 37 |
|
2024
Q1 | $1.05M | Buy |
49,599
+2,570
| +5% | +$54.5K | 0.56% | 41 |
|
2023
Q4 | $1.01M | Buy |
47,029
+6,983
| +17% | +$150K | 0.58% | 37 |
|
2023
Q3 | $783K | Buy |
40,046
+23,905
| +148% | +$467K | 0.48% | 45 |
|
2023
Q2 | $321K | Buy |
+16,141
| New | +$321K | 0.19% | 119 |
|