FNWA
Financial Network Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Hold |
4,688
| – | – | 0.22% | 89 |
|
|
2025
Q1 | $169K | Sell |
4,688
-304
| -6% | -$10.9K | 0.22% | 85 |
|
|
2024
Q4 | $183K | Buy |
+4,992
| New | +$183K | 0.34% | 59 |
|
|
2024
Q3 | – | Sell |
-6,671
| Closed | -$232K | – | 891 |
|
|
2024
Q2 | $232K | Hold |
6,671
| – | – | 0.17% | 120 |
|
|
2024
Q1 | $226K | Hold |
6,671
| – | – | 0.22% | 107 |
|
|
2023
Q4 | $214K | Buy |
+6,671
| New | +$214K | 0.23% | 107 |
|