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Sheets Smith Wealth Management’s FT Vest US Equity Buffer ETF September FSEP Stock Holding History

Sheets Smith Wealth Management’s Portfolio FSEP Stock Details FSEP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,570
Closed -$285K – 364
2021
Q1 		$285K Sell
8,570
-16,631
-66% -$553K 0.04% 279
2020
Q4 		$813K Buy
25,201
+8,886
+54% +$287K 0.12% 157
2020
Q3 		$491K Buy
+16,315
New +$491K 0.09% 184