McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
27,673
+939
| +4% | +$50.4K | 0.08% | 140 |
|
|
2025
Q1 | $1.33M | Hold |
26,734
| – | – | 0.08% | 140 |
|
|
2024
Q4 | $1.37M | Hold |
26,734
| – | – | 0.08% | 139 |
|
|
2024
Q3 | $1.35M | Hold |
26,734
| – | – | 0.08% | 145 |
|
|
2024
Q2 | $1.29M | Buy |
26,734
+2,380
| +10% | +$115K | 0.08% | 145 |
|
|
2024
Q1 | $1.15M | Hold |
24,354
| – | – | 0.08% | 148 |
|
|
2023
Q4 | $1.08M | Hold |
24,354
| – | – | 0.08% | 145 |
|
|
2023
Q3 | $987K | Hold |
24,354
| – | – | 0.08% | 146 |
|
|
2023
Q2 | $1.01M | Buy |
24,354
+1,305
| +6% | +$54.1K | 0.08% | 149 |
|
|
2023
Q1 | $882K | Hold |
23,049
| – | – | 0.07% | 153 |
|
|
2022
Q4 | $832K | Buy |
23,049
+5,500
| +31% | +$199K | 0.07% | 156 |
|
|
2022
Q3 | $597K | Hold |
17,549
| – | – | 0.06% | 168 |
|
|
2022
Q2 | $617K | Buy |
+17,549
| New | +$617K | 0.05% | 172 |
|