Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF April FAPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $640K | Buy |
15,175
+2,704
| +22% | +$114K | 0.05% | 354 |
|
2025
Q1 | $512K | Sell |
12,471
-13,130
| -51% | -$539K | 0.05% | 389 |
|
2024
Q4 | $1.06M | Buy |
25,601
+4,742
| +23% | +$196K | 0.08% | 261 |
|
2024
Q3 | $893K | Buy |
20,859
+5,938
| +40% | +$254K | 0.06% | 324 |
|
2024
Q2 | $582K | Buy |
14,921
+3,779
| +34% | +$147K | 0.05% | 354 |
|
2024
Q1 | $406K | Sell |
11,142
-900
| -7% | -$32.8K | 0.05% | 395 |
|
2023
Q4 | $421K | Buy |
+12,042
| New | +$421K | 0.05% | 384 |
|
2023
Q3 | – | Sell |
-12,442
| Closed | -$408K | – | 449 |
|
2023
Q2 | $408K | Buy |
+12,442
| New | +$408K | 0.13% | 161 |
|