Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Sell |
10,548
-1,300
| -11% | -$60.7K | 0.04% | 419 |
|
|
2025
Q1 | $515K | Sell |
11,848
-7,800
| -40% | -$339K | 0.05% | 385 |
|
|
2024
Q4 | $876K | Buy |
19,648
+10,648
| +118% | +$475K | 0.07% | 305 |
|
|
2024
Q3 | $393K | Sell |
9,000
-1,748
| -16% | -$76.4K | 0.03% | 519 |
|
|
2024
Q2 | $457K | Buy |
10,748
+3,332
| +45% | +$142K | 0.04% | 414 |
|
|
2024
Q1 | $306K | Buy |
+7,416
| New | +$306K | 0.04% | 470 |
|