OneDigital Investment Advisors’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $671K | Hold |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $620K | Sell |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $1.02M | Hold |
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|
2023
Q1 | $970K | Sell |
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|
2022
Q4 | $965K | Sell |
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|
2022
Q3 | $953K | Sell |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $810K | Sell |
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|
2021
Q3 | $809K | Sell |
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|
2021
Q2 | $868K | Sell |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $3.85M | Sell |
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|
2020
Q3 | $4M | Buy |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $1.44M | Buy |
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