DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
16,091
-250
| -2% | -$11.7K | 0.27% | 73 |
|
|
2025
Q1 | $709K | Sell |
16,341
-325
| -2% | -$14.1K | 0.29% | 64 |
|
|
2024
Q4 | $743K | Sell |
16,666
-110
| -0.7% | -$4.9K | 0.29% | 64 |
|
|
2024
Q3 | $734K | Sell |
16,776
-425
| -2% | -$18.6K | 0.29% | 63 |
|
|
2024
Q2 | $732K | Sell |
17,201
-427
| -2% | -$18.2K | 0.31% | 63 |
|
|
2024
Q1 | $726K | Buy |
17,628
+3,864
| +28% | +$159K | 0.32% | 57 |
|
|
2023
Q4 | $537K | Buy |
13,764
+4,788
| +53% | +$187K | 0.25% | 71 |
|
|
2023
Q3 | $316K | Hold |
8,976
| – | – | 0.16% | 98 |
|
|
2023
Q2 | $323K | Hold |
8,976
| – | – | 0.17% | 106 |
|
|
2023
Q1 | $302K | Buy |
8,976
+2,610
| +41% | +$87.9K | 0.16% | 109 |
|
|
2022
Q4 | $277K | Buy |
+6,366
| New | +$277K | 0.16% | 113 |
|