OneDigital Investment Advisors’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $314K | Sell |
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|
2024
Q4 | $334K | Sell |
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2024
Q3 | $880K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $629K | Sell |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $865K | Buy |
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|
2023
Q2 | $847K | Hold |
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|
2023
Q1 | $789K | Buy |
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|
2022
Q4 | $737K | Hold |
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|
2022
Q3 | $695K | Hold |
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|
2022
Q2 | $703K | Hold |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $441K | Buy |
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