BWP
RSDE

Balboa Wealth Partners’s FT Vest U.S. Equity Equal Weight Buffer ETF - December RSDE Stock Holding History

Balboa Wealth Partners’s Portfolio RSDE Stock Details RSDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,935
Closed -$320K – 412
2025
Q1 		$320K Buy
+15,935
New +$323K 0.08% 184

Other funds holding RSDE

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Balboa Wealth Partners's RSDE Position: Q2 2025 in Review

Balboa Wealth Partners sold out of FT Vest U.S. Equity Equal Weight Buffer ETF - December (RSDE) in Q2 2025, closing a stake of 15,935 shares — an estimated $320K sold.

Balboa Wealth Partners first reported a position in RSDE in Q1 2025 and held it in 1 quarter. The position peaked at $320K in Q1 2025. 15 funds tracked by Wall St. Rank hold RSDE as of Q2 2025.

  • Balboa Wealth Partners reported no remaining FT Vest U.S. Equity Equal Weight Buffer ETF - December position as of Q2 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 15,935 FT Vest U.S. Equity Equal Weight Buffer ETF - December shares in Q2 2025, an estimated $320K.
  • Balboa Wealth Partners first reported a position in FT Vest U.S. Equity Equal Weight Buffer ETF - December in Q1 2025 and held it in 1 quarter.
  • Balboa Wealth Partners's FT Vest U.S. Equity Equal Weight Buffer ETF - December position peaked at $320K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Equal Weight Buffer ETF - December as of Q2 2025.

Based on Balboa Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.