B. Riley Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$426K Sell
2024
Q3
$436K Sell
2024
Q2
$464K Buy
2023
Q2
Sell
2023
Q1
$790K Sell
2022
Q4
$1.2M Sell
2022
Q3
$1.14M Buy