Avantax Advisory Services’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $357K | Buy |
7,966
+235
| +3% | +$10.5K | ﹤0.01% | 1784 |
|
2025
Q1 | $326K | Sell |
7,731
-2,369
| -23% | -$100K | ﹤0.01% | 1777 |
|
2024
Q4 | $437K | Sell |
10,100
-12,616
| -56% | -$546K | ﹤0.01% | 1534 |
|
2024
Q3 | $960K | Sell |
22,716
-24,691
| -52% | -$1.04M | 0.01% | 1048 |
|
2024
Q2 | $1.92M | Buy |
47,407
+30,218
| +176% | +$1.23M | 0.01% | 676 |
|
2024
Q1 | $674K | Buy |
+17,189
| New | +$674K | 0.01% | 912 |
|
2023
Q2 | – | Sell |
-13,621
| Closed | -$458K | – | 1531 |
|
2023
Q1 | $458K | Buy |
13,621
+200
| +1% | +$6.72K | 0.01% | 958 |
|
2022
Q4 | $421K | Buy |
+13,421
| New | +$421K | 0.01% | 941 |
|