Acorn Financial Advisory Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Acorn Financial Advisory Services’s Portfolio FDEC Stock Details FDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,636	Closed	-$334K	–	209
2024 Q3	$334K	Sell	7,636 -461	-6%	-$19.8K	0.06%	151
2024 Q2	$345K	Sell	8,097 -827	-9%	-$34.3K	0.06%	140
2024 Q1	$368K	Sell	8,924 -153	-2%	-$6.13K	0.07%	133
2023 Q4	$354K	Sell	9,077 -276	-3%	-$10.1K	0.06%	183
2023 Q3	$329K	Sell	9,353 -122	-1%	-$4.41K	0.06%	182
2023 Q2	$341K	Hold	9,475	–	–	0.06%	176
2023 Q1	$319K	Buy	+9,475	New	+$312K	0.06%	173

Other funds holding FDEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Acorn Financial Advisory Services's FDEC Position: Q4 2024 in Review

Acorn Financial Advisory Services sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2024, closing a stake of 7,636 shares — an estimated $334K sold.

Acorn Financial Advisory Services first reported a position in FDEC in Q1 2023 and held it in 7 quarters. The position peaked at $368K in Q1 2024. 135 funds tracked by Wall St. Rank hold FDEC as of Q4 2024.

Acorn Financial Advisory Services reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 7,636 FT Vest US Equity Buffer ETF December shares in Q4 2024, an estimated $334K.
Acorn Financial Advisory Services first reported a position in FT Vest US Equity Buffer ETF December in Q1 2023 and held it in 7 quarters.
Acorn Financial Advisory Services's FT Vest US Equity Buffer ETF December position peaked at $368K in Q1 2024.
135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.