IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-165,332
| Closed | -$5.53M | – | 3576 |
|
|
2023
Q2 | $5.53M | Hold |
165,332
| – | – | 0.23% | 89 |
|
|
2023
Q1 | $4.9M | Sell |
165,332
-51,627
| -24% | -$1.53M | 0.21% | 90 |
|
|
2022
Q4 | $6.43M | Buy |
216,959
+103,007
| +90% | +$3.05M | 0.17% | 108 |
|
|
2022
Q3 | $3.38M | Buy |
113,952
+76,742
| +206% | +$2.27M | 0.09% | 248 |
|
|
2022
Q2 | $1.1M | Hold |
37,210
| – | – | 0.04% | 549 |
|
|
2022
Q1 | $1.1M | Buy |
+37,210
| New | +$1.1M | 0.04% | 549 |
|