KCFA
Key Client Fiduciary Advisors’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-12,403
| Closed | -$494K | – | 188 |
|
2023
Q4 | $494K | Hold |
12,403
| – | – | 0.29% | 86 |
|
2023
Q3 | $453K | Buy |
12,403
+557
| +5% | +$20.3K | 0.28% | 88 |
|
2023
Q2 | $441K | Buy |
11,846
+3,053
| +35% | +$114K | 0.26% | 91 |
|
2023
Q1 | $307K | Buy |
+8,793
| New | +$307K | 0.19% | 119 |
|