SFWA
Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $389K | Hold |
8,952
| – | – | 0.08% | 103 |
|
|
2024
Q4 | $404K | Buy |
+8,952
| New | +$404K | 0.08% | 100 |
|
|
2023
Q2 | – | Sell |
-6,642
| Closed | -$224K | – | 127 |
|
|
2023
Q1 | $224K | Buy |
+6,642
| New | +$224K | 0.05% | 117 |
|
|
2022
Q4 | – | Sell |
-461,342
| Closed | -$14.4M | – | 130 |
|
|
2022
Q3 | $14.4M | Buy |
461,342
+580
| +0.1% | +$18.1K | 4.13% | 6 |
|
|
2022
Q2 | $14.6M | Sell |
460,762
-659
| -0.1% | -$20.8K | 3.48% | 6 |
|
|
2022
Q1 | $15.7M | Buy |
+461,421
| New | +$15.7M | 3.17% | 7 |
|