McKinley Carter Wealth Services’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
26,727
| – | – | 0.07% | 152 |
|
|
2025
Q1 | $1.13M | Buy |
26,727
+1,636
| +7% | +$69K | 0.07% | 149 |
|
|
2024
Q4 | $1.09M | Hold |
25,091
| – | – | 0.07% | 149 |
|
|
2024
Q3 | $1.06M | Buy |
25,091
+2,445
| +11% | +$103K | 0.06% | 156 |
|
|
2024
Q2 | $919K | Buy |
22,646
+925
| +4% | +$37.5K | 0.06% | 163 |
|
|
2024
Q1 | $852K | Hold |
21,721
| – | – | 0.06% | 164 |
|
|
2023
Q4 | $820K | Buy |
21,721
+1,423
| +7% | +$53.7K | 0.06% | 160 |
|
|
2023
Q3 | $714K | Hold |
20,298
| – | – | 0.06% | 170 |
|
|
2023
Q2 | $723K | Buy |
20,298
+3,708
| +22% | +$132K | 0.05% | 174 |
|
|
2023
Q1 | $558K | Buy |
16,590
+490
| +3% | +$16.5K | 0.04% | 194 |
|
|
2022
Q4 | $505K | Hold |
16,100
| – | – | 0.04% | 202 |
|
|
2022
Q3 | $473K | Hold |
16,100
| – | – | 0.04% | 188 |
|
|
2022
Q2 | $485K | Buy |
+16,100
| New | +$485K | 0.04% | 200 |
|