Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$305K Sell
5,678
-1,803
-24% -$96.8K 0.02% 564
2025
Q1
$375K Sell
7,481
-6,515
-47% -$326K 0.03% 472
2024
Q4
$719K Buy
13,996
+6,850
+96% +$352K 0.05% 345
2024
Q3
$360K Buy
7,146
+2,446
+52% +$123K 0.03% 534
2024
Q2
$227K Buy
+4,700
New +$227K 0.02% 603