Advisory Resource Group’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Advisory Resource Group’s Portfolio YDEC Stock Details YDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,285	Closed	-$477K	–	165
2024 Q1	$477K	Buy	+20,285	New	+$465K	0.11%	119
2023 Q4	–	Sell	-34,447	Closed	-$723K	–	159
2023 Q3	$723K	Sell	34,447 -1,630	-5%	-$35.4K	0.2%	80
2023 Q2	$793K	Hold	36,077	–	–	0.22%	66
2023 Q1	$770K	Sell	36,077 -537	-1%	-$11.2K	0.22%	65
2022 Q4	$729K	Hold	36,614	–	–	0.22%	65
2022 Q3	$626K	Hold	36,614	–	–	0.21%	67
2022 Q2	$682K	Hold	36,614	–	–	0.22%	62
2022 Q1	$747K	Hold	36,614	–	–	0.23%	58
2021 Q4	$760K	Buy	+36,614	New	+$789K	0.25%	60

Other funds holding YDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Advisory Resource Group's YDEC Position: Q2 2024 in Review

Advisory Resource Group sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q2 2024, closing a stake of 20,285 shares — an estimated $477K sold.

Advisory Resource Group first reported a position in YDEC in Q4 2021 and held it in 9 quarters. The position peaked at $793K in Q2 2023. 45 funds tracked by Wall St. Rank hold YDEC as of Q2 2024.

Advisory Resource Group reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Advisory Resource Group sold 20,285 FT Vest International Equity Moderate Buffer ETF December shares in Q2 2024, an estimated $477K.
Advisory Resource Group first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q4 2021 and held it in 9 quarters.
Advisory Resource Group's FT Vest International Equity Moderate Buffer ETF December position peaked at $793K in Q2 2023.
45 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q2 2024.

Based on Advisory Resource Group's 13F filing for Q2 2024, filed 24 Jul 2024.