Cary Street Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$581K Sell
2024
Q2
$570K Sell
2024
Q1
$561K Sell
2023
Q4
$550K Sell
2023
Q3
$4.85M Sell
2023
Q2
$5.09M Buy