IFP Advisors’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 | $37.5K | Sell |
978
-530
| -35% | -$20.3K | ﹤0.01% | 2198 |
|
|
2025
Q1 | $55.4K | Sell |
1,508
-450
| -23% | -$16.5K | ﹤0.01% | 1853 |
|
|
2024
Q4 | $70.9K | Hold |
1,958
| – | – | ﹤0.01% | 1652 |
|
|
2024
Q3 | $69.5K | Hold |
1,958
| – | – | ﹤0.01% | 1570 |
|
|
2024
Q2 | $67.7K | Sell |
1,958
-2,950
| -60% | -$102K | ﹤0.01% | 1535 |
|
|
2024
Q1 | $165K | Hold |
4,908
| – | – | 0.01% | 1092 |
|
|
2023
Q4 | $161K | Hold |
4,908
| – | – | 0.01% | 1050 |
|
|
2023
Q3 | $155K | Hold |
4,908
| – | – | 0.01% | 1081 |
|
|
2023
Q2 | $154K | Buy |
4,908
+3,908
| +391% | +$123K | 0.01% | 1140 |
|
|
2023
Q1 | $29.8K | Buy |
+1,000
| New | +$29.8K | ﹤0.01% | 1834 |
|