Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
16,847
+638
| +4% | +$31.9K | 0.07% | 296 |
|
|
2025
Q1 | $749K | Sell |
16,209
-6,615
| -29% | -$306K | 0.07% | 310 |
|
|
2024
Q4 | $1.08M | Buy |
22,824
+8,320
| +57% | +$395K | 0.08% | 253 |
|
|
2024
Q3 | $674K | Buy |
+14,504
| New | +$674K | 0.05% | 381 |
|
|
2023
Q3 | – | Sell |
-11,900
| Closed | -$464K | – | 450 |
|
|
2023
Q2 | $464K | Buy |
+11,900
| New | +$464K | 0.15% | 145 |
|