Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
32,294
+2,700
| +9% | +$126K | 0.01% | 820 |
|
|
2025
Q1 | $1.28M | Sell |
29,594
-150
| -0.5% | -$6.51K | 0.01% | 810 |
|
|
2024
Q4 | $1.33M | Sell |
29,744
-234
| -0.8% | -$10.4K | 0.01% | 775 |
|
|
2024
Q3 | $1.31M | Buy |
29,978
+68
| +0.2% | +$2.98K | 0.01% | 760 |
|
|
2024
Q2 | $1.27M | Hold |
29,910
| – | – | 0.01% | 729 |
|
|
2024
Q1 | $1.23M | Sell |
29,910
-2,934
| -9% | -$121K | 0.01% | 724 |
|
|
2023
Q4 | $1.28M | Buy |
32,844
+15,050
| +85% | +$587K | 0.02% | 649 |
|
|
2023
Q3 | $626K | Hold |
17,794
| – | – | 0.01% | 845 |
|
|
2023
Q2 | $641K | Hold |
17,794
| – | – | 0.01% | 846 |
|
|
2023
Q1 | $599K | Hold |
17,794
| – | – | 0.01% | 857 |
|
|
2022
Q4 | $565K | Buy |
+17,794
| New | +$565K | 0.01% | 860 |
|