American Portfolios Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

American Portfolios Advisors’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
2022 Q3	$25.2M	Sell	848,617 -21,920	-3%	-$695K	1.07%	10
2022 Q2	$26.5M	Sell	870,537 -48,132	-5%	-$1.54M	1.09%	11
2022 Q1	$31.2M	Buy	918,669 +913,636	+18,153%	+$30.7M	1.07%	12
2021 Q4	$176K	Buy	5,033 +2,265	+82%	+$77.4K	0.01%	1221
2021 Q3	$92.6K	Sell	2,768 -1,330	-32%	-$44.6K	﹤0.01%	1491
2021 Q2	$136K	Sell	4,098 -119	-3%	-$3.89K	0.01%	1289
2021 Q1	$134K	Buy	4,217 +3,517	+502%	+$109K	0.01%	1208
2020 Q4	$21.5K	Buy	+700	New	+$21.3K	﹤0.01%	1782

Other funds holding FDEC

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

American Portfolios Advisors's FDEC Position: Q3 2022 in Review

American Portfolios Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 2.5% in Q3 2022, selling an estimated $695K and leaving 848,617 shares worth $25.2M. The position accounts for 1.07% of the portfolio, ranked #10.

American Portfolios Advisors first reported a position in FDEC in Q4 2020 and has held it in 8 quarters since. The position peaked at $31.2M in Q1 2022. 57 funds tracked by Wall St. Rank hold FDEC as of Q3 2022.

American Portfolios Advisors held 848,617 shares of FT Vest US Equity Buffer ETF December worth $25.2M as of Q3 2022.
American Portfolios Advisors sold 21,920 FT Vest US Equity Buffer ETF December shares in Q3 2022, an estimated $695K.
FT Vest US Equity Buffer ETF December made up 1.07% of American Portfolios Advisors's portfolio in Q3 2022, its #10 holding.
American Portfolios Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's FT Vest US Equity Buffer ETF December position peaked at $31.2M in Q1 2022.
57 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.