Foundations Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF March XMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
79,359
-1,886
| -2% | -$72.2K | 0.05% | 258 |
|
|
2025
Q1 | $2.99M | Sell |
81,245
-1,551
| -2% | -$57K | 0.06% | 249 |
|
|
2024
Q4 | $3M | Sell |
82,796
-662
| -0.8% | -$24K | 0.06% | 234 |
|
|
2024
Q3 | $2.96M | Sell |
83,458
-3,062
| -4% | -$109K | 0.06% | 227 |
|
|
2024
Q2 | $2.99M | Sell |
86,520
-755
| -0.9% | -$26.1K | 0.07% | 199 |
|
|
2024
Q1 | $2.93M | Buy |
87,275
+6,301
| +8% | +$212K | 0.08% | 197 |
|
|
2023
Q4 | $2.67M | Sell |
80,974
-11,302
| -12% | -$373K | 0.07% | 199 |
|
|
2023
Q3 | $2.92M | Buy |
92,276
+81,255
| +737% | +$2.57M | 0.09% | 174 |
|
|
2023
Q2 | $347K | Buy |
+11,021
| New | +$347K | 0.01% | 440 |
|