Summit Financial Wealth Advisors’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,700
Closed -$1.14M 123
2023
Q1
$1.14M Hold
35,700
0.27% 52
2022
Q4
$1.09M Sell
35,700
-30,200
-46% -$924K 0.26% 53
2022
Q3
$2.01M Hold
65,900
0.58% 33
2022
Q2
$2M Buy
+65,900
New +$2M 0.48% 38