OneDigital Investment Advisors’s FT Vest US Equity Moderate Buffer ETF February GFEB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $308K | Hold |
7,900
| – | – | ﹤0.01% | 1150 |
|
2025
Q1 | $290K | Hold |
7,900
| – | – | ﹤0.01% | 1127 |
|
2024
Q4 | $295K | Sell |
7,900
-21,690
| -73% | -$810K | ﹤0.01% | 1138 |
|
2024
Q3 | $1.08M | Hold |
29,590
| – | – | 0.01% | 626 |
|
2024
Q2 | $1.05M | Buy |
29,590
+21,690
| +275% | +$769K | 0.01% | 600 |
|
2024
Q1 | $272K | Sell |
7,900
-454
| -5% | -$15.6K | ﹤0.01% | 948 |
|
2023
Q4 | $276K | Hold |
8,354
| – | – | ﹤0.01% | 944 |
|
2023
Q3 | $257K | Hold |
8,354
| – | – | 0.01% | 851 |
|
2023
Q2 | $261K | Buy |
+8,354
| New | +$261K | 0.01% | 872 |
|