Bank of the West’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Bank of the West’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 Q4	$349K	Buy	+11,000	New	+$348K	0.04%	192

Other funds holding FDEC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Global Retirement Partners San Rafael, California $6.54B AUM

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of the West's FDEC Position: Q4 2022 in Review

Bank of the West opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q4 2022: 11,000 shares worth $349K. The stake represents 0.04% of the portfolio and ranks #192 among its holdings.

67 funds tracked by Wall St. Rank hold FDEC as of Q4 2022.

Bank of the West held 11,000 shares of FT Vest US Equity Buffer ETF December worth $349K as of Q4 2022.
FT Vest US Equity Buffer ETF December was a new Bank of the West position in Q4 2022.
FT Vest US Equity Buffer ETF December made up 0.04% of Bank of the West's portfolio in Q4 2022, its #192 holding.
67 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.