EWM
Echo Wealth Management’s FT Vest US Equity Buffer ETF February FFEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Hold |
8,956
| – | – | 0.29% | 35 |
|
|
2025
Q1 | $437K | Hold |
8,956
| – | – | 0.3% | 32 |
|
|
2024
Q4 | $446K | Hold |
8,956
| – | – | 0.31% | 33 |
|
|
2024
Q3 | $436K | Hold |
8,956
| – | – | 0.3% | 31 |
|
|
2024
Q2 | $419K | Sell |
8,956
-29
| -0.3% | -$1.36K | 0.32% | 30 |
|
|
2024
Q1 | $407K | Sell |
8,985
-1,675
| -16% | -$75.8K | 0.34% | 30 |
|
|
2023
Q4 | $454K | Sell |
10,660
-46
| -0.4% | -$1.96K | 0.42% | 29 |
|
|
2023
Q3 | $417K | Sell |
10,706
-3,396
| -24% | -$132K | 0.45% | 29 |
|
|
2023
Q2 | $568K | Hold |
14,102
| – | – | 0.61% | 25 |
|
|
2023
Q1 | $527K | Sell |
14,102
-4,375
| -24% | -$164K | 0.58% | 26 |
|
|
2022
Q4 | $674K | Sell |
18,477
-4,534
| -20% | -$165K | 0.72% | 25 |
|
|
2022
Q3 | $798K | Sell |
23,011
-825
| -3% | -$28.6K | 1.05% | 24 |
|
|
2022
Q2 | $834K | Buy |
23,836
+4,899
| +26% | +$171K | 1.12% | 21 |
|
|
2022
Q1 | $710K | Buy |
18,937
+2,208
| +13% | +$82.8K | 0.83% | 25 |
|
|
2021
Q4 | $643K | Sell |
16,729
-19,729
| -54% | -$758K | 0.73% | 28 |
|
|
2021
Q3 | $1.35M | Buy |
36,458
+6,901
| +23% | +$256K | 1.6% | 18 |
|
|
2021
Q2 | $1.08M | Sell |
29,557
-3,619
| -11% | -$132K | 1.37% | 20 |
|
|
2021
Q1 | $1.14M | Buy |
+33,176
| New | +$1.14M | 1.44% | 20 |
|