McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
34,931
| – | – | 0.09% | 128 |
|
|
2025
Q1 | $1.52M | Hold |
34,931
| – | – | 0.09% | 131 |
|
|
2024
Q4 | $1.56M | Buy |
34,931
+4,215
| +14% | +$188K | 0.1% | 133 |
|
|
2024
Q3 | $1.34M | Buy |
30,716
+1,170
| +4% | +$51.2K | 0.08% | 146 |
|
|
2024
Q2 | $1.26M | Hold |
29,546
| – | – | 0.08% | 148 |
|
|
2024
Q1 | $1.22M | Hold |
29,546
| – | – | 0.08% | 147 |
|
|
2023
Q4 | $1.15M | Buy |
29,546
+305
| +1% | +$11.9K | 0.08% | 141 |
|
|
2023
Q3 | $1.03M | Hold |
29,241
| – | – | 0.08% | 143 |
|
|
2023
Q2 | $1.05M | Buy |
29,241
+747
| +3% | +$26.9K | 0.08% | 143 |
|
|
2023
Q1 | $959K | Hold |
28,494
| – | – | 0.08% | 145 |
|
|
2022
Q4 | $905K | Buy |
28,494
+13,726
| +93% | +$436K | 0.08% | 146 |
|
|
2022
Q3 | $438K | Hold |
14,768
| – | – | 0.04% | 196 |
|
|
2022
Q2 | $450K | Hold |
14,768
| – | – | 0.04% | 208 |
|
|
2022
Q1 | $502K | Buy |
+14,768
| New | +$502K | 0.04% | 200 |
|