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Axxcess Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Axxcess Wealth Management’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
Q3 		– Sell
-14,522
Closed -$618K – 908
2024
Q2 		$618K Buy
+14,522
New +$602K 0.02% 480

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Commonwealth Equity Services
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RJFSA
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Osaic Holdings
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
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Cambridge Investment Research Advisors
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Axxcess Wealth Management's FDEC Position: Q3 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2024, closing a stake of 14,522 shares — an estimated $618K sold.

Axxcess Wealth Management first reported a position in FDEC in Q2 2024 and held it in 1 quarter. The position peaked at $618K in Q2 2024. 116 funds tracked by Wall St. Rank hold FDEC as of Q3 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,522 FT Vest US Equity Buffer ETF December shares in Q3 2024, an estimated $618K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $618K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.