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Allworth Financial’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Allworth Financial’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
2025
Q1 		– Sell
-17
Closed -$776 – 4097
2024
Q4 		$776 Hold
17
– – ﹤0.01% 3482
2024
Q3 		$745 Hold
17
– – ﹤0.01% 3324
2024
Q2 		$727 Hold
17
– – ﹤0.01% 3268
2024
Q1 		$701 Buy
+17
New +$682 ﹤0.01% 3188

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Allworth Financial's FDEC Position: Q1 2025 in Review

Allworth Financial sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2025, closing a stake of 17 shares — an estimated $776 sold.

Allworth Financial first reported a position in FDEC in Q1 2024 and held it in 4 quarters. The position peaked at $776 in Q4 2024. 143 funds tracked by Wall St. Rank hold FDEC as of Q1 2025.

  • Allworth Financial reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 17 FT Vest US Equity Buffer ETF December shares in Q1 2025, an estimated $776.
  • Allworth Financial first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and held it in 4 quarters.
  • Allworth Financial's FT Vest US Equity Buffer ETF December position peaked at $776 in Q4 2024.
  • 143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.