Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF October FOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
5,945
| – | – | 0.02% | 610 |
|
|
2025
Q1 | $247K | Sell |
5,945
-3,151
| -35% | -$131K | 0.02% | 613 |
|
|
2024
Q4 | $388K | Buy |
+9,096
| New | +$388K | 0.03% | 523 |
|
|
2024
Q2 | – | Sell |
-5,843
| Closed | -$237K | – | 682 |
|
|
2024
Q1 | $237K | Buy |
5,843
+150
| +3% | +$6.09K | 0.03% | 546 |
|
|
2023
Q4 | $221K | Buy |
+5,693
| New | +$221K | 0.03% | 551 |
|