B. Riley Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$251K Buy
2023
Q4
Sell
2023
Q3
$251K Sell
2023
Q2
$305K Sell
2023
Q1
$335K Sell
2022
Q4
$982K Buy
2022
Q3
Sell
2022
Q2
$1.1M Buy