Zimmermann Investment Management & Planning’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
2023
Q2
Sell
-55,139
Closed -$1.86M 109
2023
Q1
$1.86M Buy
55,139
+5,071
+10% +$171K 0.97% 32
2022
Q4
$1.59M Buy
+50,068
New +$1.59M 0.92% 29