Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF March FMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$915K Buy
2022
Q4
$718K Hold
2022
Q3
$703K Buy
2022
Q2
$563K Buy
2022
Q1
$419K Sell
2021
Q4
$14.8M Buy
2021
Q3
$14.2M Sell
2021
Q2
$14.2M Buy