Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $322K | Buy |
7,183
+2,544
| +55% | +$114K | ﹤0.01% | 1524 |
|
2025
Q1 | $196K | Sell |
4,639
-282
| -6% | -$11.9K | ﹤0.01% | 1658 |
|
2024
Q4 | $213K | Sell |
4,921
-501
| -9% | -$21.7K | ﹤0.01% | 1575 |
|
2024
Q3 | $229K | Sell |
5,422
-89
| -2% | -$3.76K | ﹤0.01% | 1461 |
|
2024
Q2 | $224K | Hold |
5,511
| – | – | ﹤0.01% | 1391 |
|
2024
Q1 | $216K | Sell |
5,511
-5,904
| -52% | -$232K | ﹤0.01% | 1398 |
|
2023
Q4 | $431K | Sell |
11,415
-300
| -3% | -$11.3K | 0.01% | 1060 |
|
2023
Q3 | $412K | Sell |
11,715
-375
| -3% | -$13.2K | 0.01% | 991 |
|
2023
Q2 | $431K | Sell |
12,090
-21,807
| -64% | -$777K | 0.01% | 985 |
|
2023
Q1 | $1.14M | Sell |
33,897
-317
| -0.9% | -$10.7K | 0.02% | 653 |
|
2022
Q4 | $1.07M | Sell |
34,214
-610
| -2% | -$19.1K | 0.02% | 639 |
|
2022
Q3 | $1.02M | Buy |
34,824
+22,694
| +187% | +$667K | 0.02% | 618 |
|
2022
Q2 | $366K | Buy |
12,130
+3,400
| +39% | +$103K | 0.01% | 956 |
|
2022
Q1 | $296K | Buy |
+8,730
| New | +$296K | ﹤0.01% | 1145 |
|