Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF November FNOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
7,266
-1,333
| -16% | -$66.8K | 0.03% | 504 |
|
|
2025
Q1 | $402K | Sell |
8,599
-8,599
| -50% | -$402K | 0.04% | 456 |
|
|
2024
Q4 | $822K | Buy |
17,198
+8,249
| +92% | +$394K | 0.06% | 315 |
|
|
2024
Q3 | $422K | Sell |
8,949
-4,251
| -32% | -$200K | 0.03% | 501 |
|
|
2024
Q2 | $608K | Buy |
+13,200
| New | +$608K | 0.05% | 336 |
|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$425K | – | 645 |
|
|
2023
Q4 | $425K | Buy |
+10,000
| New | +$425K | 0.05% | 383 |
|
|
2023
Q3 | – | Sell |
-10,150
| Closed | -$409K | – | 451 |
|
|
2023
Q2 | $409K | Buy |
+10,150
| New | +$409K | 0.13% | 159 |
|