Mutual Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.05M | Buy |
97,724
+1,818
| +2% | +$75.4K | 0.1% | 200 |
|
2025
Q1 | $3.66M | Sell |
95,906
-5,279
| -5% | -$201K | 0.1% | 188 |
|
2024
Q4 | $3.94M | Sell |
101,185
-2,302
| -2% | -$89.5K | 0.11% | 172 |
|
2024
Q3 | $3.95M | Sell |
103,487
-175
| -0.2% | -$6.68K | 0.12% | 164 |
|
2024
Q2 | $3.83M | Sell |
103,662
-11,953
| -10% | -$441K | 0.12% | 169 |
|
2024
Q1 | $4.19M | Sell |
115,615
-19,034
| -14% | -$689K | 0.13% | 147 |
|
2023
Q4 | $4.73M | Sell |
134,649
-8,700
| -6% | -$306K | 0.16% | 132 |
|
2023
Q3 | $4.75M | Buy |
143,349
+84,972
| +146% | +$2.81M | 0.19% | 114 |
|
2023
Q2 | $1.95M | Buy |
+58,377
| New | +$1.95M | 0.07% | 259 |
|