KCFA
Key Client Fiduciary Advisors’s First Trust Multi-Manager Large Growth ETF MMLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,955
| Closed | -$455K | – | 192 |
|
|
2023
Q4 | $455K | Hold |
18,955
| – | – | 0.26% | 92 |
|
|
2023
Q3 | $386K | Hold |
18,955
| – | – | 0.24% | 103 |
|
|
2023
Q2 | $410K | Buy |
18,955
+75
| +0.4% | +$1.62K | 0.24% | 101 |
|
|
2023
Q1 | $360K | Sell |
18,880
-520
| -3% | -$9.93K | 0.22% | 102 |
|
|
2022
Q4 | $320K | Sell |
19,400
-1,950
| -9% | -$32.2K | 0.22% | 105 |
|
|
2022
Q3 | $347K | Buy |
21,350
+650
| +3% | +$10.6K | 0.31% | 68 |
|
|
2022
Q2 | $351K | Buy |
20,700
+1,000
| +5% | +$17K | 0.34% | 67 |
|
|
2022
Q1 | $454K | Hold |
19,700
| – | – | 0.36% | 61 |
|
|
2021
Q4 | $535K | Buy |
+19,700
| New | +$535K | 0.44% | 58 |
|