DHJJ Financial Advisors’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 | $353K | Sell |
7,870
-71
| -0.9% | -$3.18K | 0.13% | 125 |
|
|
2025
Q1 | $335K | Sell |
7,941
-479
| -6% | -$20.2K | 0.13% | 120 |
|
|
2024
Q4 | $364K | Hold |
8,420
| – | – | 0.14% | 118 |
|
|
2024
Q3 | $356K | Hold |
8,420
| – | – | 0.14% | 117 |
|
|
2024
Q2 | $342K | Sell |
8,420
-146
| -2% | -$5.93K | 0.14% | 116 |
|
|
2024
Q1 | $336K | Buy |
8,566
+2,722
| +47% | +$107K | 0.15% | 104 |
|
|
2023
Q4 | $221K | Sell |
5,844
-435
| -7% | -$16.4K | 0.1% | 131 |
|
|
2023
Q3 | $221K | Sell |
6,279
-990
| -14% | -$34.8K | 0.11% | 125 |
|
|
2023
Q2 | $259K | Sell |
7,269
-6
| -0.1% | -$214 | 0.13% | 122 |
|
|
2023
Q1 | $245K | Sell |
7,275
-900
| -11% | -$30.3K | 0.13% | 122 |
|
|
2022
Q4 | $256K | Sell |
8,175
-295
| -3% | -$9.25K | 0.15% | 116 |
|
|
2022
Q3 | $249K | Hold |
8,470
| – | – | 0.15% | 110 |
|
|
2022
Q2 | $255K | Buy |
8,470
+1,022
| +14% | +$30.8K | 0.14% | 112 |
|
|
2022
Q1 | $252K | Buy |
7,448
+1,128
| +18% | +$38.2K | 0.12% | 119 |
|
|
2021
Q4 | $210K | Sell |
6,320
-100
| -2% | -$3.32K | 0.1% | 128 |
|
|
2021
Q3 | $204K | Hold |
6,420
| – | – | 0.11% | 124 |
|
|
2021
Q2 | $203K | Buy |
+6,420
| New | +$203K | 0.11% | 121 |
|