First Heartland Consultants’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Buy |
22,416
+6,718
| +43% | +$257K | 0.08% | 183 |
|
|
2025
Q1 | $577K | Sell |
15,698
-203
| -1% | -$7.46K | 0.06% | 213 |
|
|
2024
Q4 | $576K | Sell |
15,901
-7,755
| -33% | -$281K | 0.06% | 214 |
|
|
2024
Q3 | $840K | Buy |
23,656
+4,117
| +21% | +$146K | 0.09% | 160 |
|
|
2024
Q2 | $675 | Buy |
19,539
+6,712
| +52% | +$232 | 0.05% | 216 |
|
|
2024
Q1 | $431K | Buy |
+12,827
| New | +$431K | 0.04% | 276 |
|
|
2023
Q4 | – | Sell |
-6,692
| Closed | -$212K | – | 389 |
|
|
2023
Q3 | $212K | Sell |
6,692
-2,342
| -26% | -$74.2K | 0.03% | 356 |
|
|
2023
Q2 | $284K | Buy |
9,034
+2,361
| +35% | +$74.3K | 0.04% | 301 |
|
|
2023
Q1 | $202K | Buy |
+6,673
| New | +$202K | 0.03% | 345 |
|