Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,200
| Closed | -$695K | – | 765 |
|
|
2024
Q4 | $695K | Buy |
+15,200
| New | +$695K | 0.05% | 353 |
|
|
2024
Q3 | – | Sell |
-10,500
| Closed | -$459K | – | 696 |
|
|
2024
Q2 | $459K | Sell |
10,500
-400
| -4% | -$17.5K | 0.04% | 412 |
|
|
2024
Q1 | $463K | Buy |
10,900
+100
| +0.9% | +$4.25K | 0.05% | 370 |
|
|
2023
Q4 | $435K | Buy |
+10,800
| New | +$435K | 0.05% | 377 |
|