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Allen Capital Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Allen Capital Group’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
2023
Q2 		– Sell
-16,676
Closed -$561K – 178
2023
Q1 		$561K Buy
+16,676
New +$548K 0.1% 117

Other funds holding FDEC

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Allen Capital Group's FDEC Position: Q2 2023 in Review

Allen Capital Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2023, closing a stake of 16,676 shares — an estimated $561K sold.

Allen Capital Group first reported a position in FDEC in Q1 2023 and held it in 1 quarter. The position peaked at $561K in Q1 2023. 77 funds tracked by Wall St. Rank hold FDEC as of Q2 2023.

  • Allen Capital Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Allen Capital Group sold 16,676 FT Vest US Equity Buffer ETF December shares in Q2 2023, an estimated $561K.
  • Allen Capital Group first reported a position in FT Vest US Equity Buffer ETF December in Q1 2023 and held it in 1 quarter.
  • Allen Capital Group's FT Vest US Equity Buffer ETF December position peaked at $561K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2023.

Based on Allen Capital Group's 13F filing for Q2 2023, filed 24 Jul 2023.