PFA
Plotkin Financial Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Buy |
6,598
+434
| +7% | +$19.5K | 0.16% | 75 |
|
2025
Q1 | $260K | Sell |
6,164
-212
| -3% | -$8.95K | 0.16% | 77 |
|
2024
Q4 | $276K | Sell |
6,376
-2,364
| -27% | -$102K | 0.16% | 75 |
|
2024
Q3 | $369K | Hold |
8,740
| – | – | 0.22% | 65 |
|
2024
Q2 | $355K | Buy |
8,740
+153
| +2% | +$6.21K | 0.23% | 63 |
|
2024
Q1 | $337K | Buy |
8,587
+2,403
| +39% | +$94.3K | 0.22% | 64 |
|
2023
Q4 | $233K | Hold |
6,184
| – | – | 0.18% | 71 |
|
2023
Q3 | $218K | Hold |
6,184
| – | – | 0.19% | 66 |
|
2023
Q2 | $220K | Hold |
6,184
| – | – | 0.18% | 70 |
|
2023
Q1 | $208K | Buy |
+6,184
| New | +$208K | 0.19% | 67 |
|
2022
Q3 | – | Sell |
-6,839
| Closed | -$206K | – | 69 |
|
2022
Q2 | $206K | Hold |
6,839
| – | – | 0.2% | 64 |
|
2022
Q1 | $232K | Hold |
6,839
| – | – | 0.16% | 69 |
|
2021
Q4 | $227K | Sell |
6,839
-205
| -3% | -$6.8K | 0.14% | 78 |
|
2021
Q3 | $224K | Sell |
7,044
-240
| -3% | -$7.63K | 0.13% | 84 |
|
2021
Q2 | $231K | Buy |
+7,284
| New | +$231K | 0.13% | 87 |
|