McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Hold |
11,438
| – | – | 0.03% | 197 |
|
|
2025
Q1 | $545K | Hold |
11,438
| – | – | 0.03% | 198 |
|
|
2024
Q4 | $560K | Sell |
11,438
-3,016
| -21% | -$148K | 0.03% | 191 |
|
|
2024
Q3 | $695K | Buy |
14,454
+3,566
| +33% | +$172K | 0.04% | 187 |
|
|
2024
Q2 | $502K | Hold |
10,888
| – | – | 0.03% | 206 |
|
|
2024
Q1 | $484K | Hold |
10,888
| – | – | 0.03% | 209 |
|
|
2023
Q4 | $453K | Hold |
10,888
| – | – | 0.03% | 208 |
|
|
2023
Q3 | $418K | Buy |
10,888
+405
| +4% | +$15.5K | 0.03% | 218 |
|
|
2023
Q2 | $409K | Hold |
10,483
| – | – | 0.03% | 225 |
|
|
2023
Q1 | $379K | Hold |
10,483
| – | – | 0.03% | 231 |
|
|
2022
Q4 | $360K | Hold |
10,483
| – | – | 0.03% | 233 |
|
|
2022
Q3 | $340K | Buy |
+10,483
| New | +$340K | 0.03% | 224 |
|