DHJJ Financial Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF September XSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.2K | Buy |
2,246
+261
| +13% | +$10.6K | 0.03% | 263 |
|
|
2025
Q1 | $76.8K | Hold |
1,985
| – | – | 0.03% | 259 |
|
|
2024
Q4 | $77.2K | Hold |
1,985
| – | – | 0.03% | 250 |
|
|
2024
Q3 | $76.2K | Hold |
1,985
| – | – | 0.03% | 246 |
|
|
2024
Q2 | $74.9K | Hold |
1,985
| – | – | 0.03% | 232 |
|
|
2024
Q1 | $73.5K | Hold |
1,985
| – | – | 0.03% | 223 |
|
|
2023
Q4 | $71.2K | Buy |
1,985
+1,315
| +196% | +$47.2K | 0.03% | 218 |
|
|
2023
Q3 | $22.7K | Buy |
+670
| New | +$22.7K | 0.01% | 340 |
|