MFGM
Marshall Financial Group (Maryland)’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
61,985
-6,437
| -9% | -$152K | 0.29% | 74 |
|
|
2025
Q1 | $1.54M | Sell |
68,422
-8,289
| -11% | -$186K | 0.34% | 68 |
|
|
2024
Q4 | $1.72M | Sell |
76,711
-4,289
| -5% | -$96.2K | 0.42% | 54 |
|
|
2024
Q3 | $1.79M | Sell |
81,000
-6,534
| -7% | -$144K | 0.43% | 57 |
|
|
2024
Q2 | $1.91M | Sell |
87,534
-4,480
| -5% | -$97.7K | 0.53% | 48 |
|
|
2024
Q1 | $1.96M | Sell |
92,014
-5,270
| -5% | -$113K | 0.56% | 46 |
|
|
2023
Q4 | $2.03M | Sell |
97,284
-10,920
| -10% | -$227K | 0.65% | 40 |
|
|
2023
Q3 | $2.13M | Sell |
108,204
-7,340
| -6% | -$145K | 0.77% | 34 |
|
|
2023
Q2 | $2.3M | Sell |
115,544
-46,927
| -29% | -$934K | 0.78% | 32 |
|
|
2023
Q1 | $3.09M | Sell |
162,471
-37,058
| -19% | -$704K | 1.11% | 19 |
|
|
2022
Q4 | $3.68M | Sell |
199,529
-684,761
| -77% | -$12.6M | 1.43% | 11 |
|
|
2022
Q3 | $16M | Buy |
884,290
+41,008
| +5% | +$742K | 6.76% | 2 |
|
|
2022
Q2 | $15.6M | Buy |
+843,282
| New | +$15.6M | 6.25% | 2 |
|