KCFA
Key Client Fiduciary Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
308,961
-3,783
| -1% | -$141K | 4.67% | 2 |
|
|
2025
Q1 | $9.47M | Sell |
312,744
-1,151
| -0.4% | -$34.9K | 4.31% | 3 |
|
|
2024
Q4 | $9.55M | Sell |
313,895
-5,765
| -2% | -$175K | 4.21% | 4 |
|
|
2024
Q3 | $10.1M | Sell |
319,660
-65
| -0% | -$2.06K | 4.54% | 4 |
|
|
2024
Q2 | $8.95M | Buy |
319,725
+6,099
| +2% | +$171K | 4.45% | 4 |
|
|
2024
Q1 | $8.53M | Sell |
313,626
-8,794
| -3% | -$239K | 4.53% | 4 |
|
|
2023
Q4 | $8.21M | Buy |
322,420
+194,139
| +151% | +$4.94M | 4.76% | 4 |
|
|
2023
Q3 | $2.79M | Buy |
+128,281
| New | +$2.79M | 1.71% | 14 |
|