HFG Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-94,607
| Closed | -$3.6M | – | 55 |
|
|
2024
Q4 | $3.6M | Sell |
94,607
-20,715
| -18% | -$788K | 2.33% | 15 |
|
|
2024
Q3 | $4.25M | Hold |
115,322
| – | – | 2.71% | 15 |
|
|
2024
Q2 | $4.25M | Sell |
115,322
-266,268
| -70% | -$9.8M | 2.71% | 15 |
|
|
2024
Q1 | $13.8M | Buy |
381,590
+24,949
| +7% | +$903K | 8.14% | 4 |
|
|
2023
Q4 | $12.5M | Buy |
+356,641
| New | +$12.5M | 3.08% | 9 |
|