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Bright Futures Wealth Management’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Bright Futures Wealth Management’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-51,673
Closed -$1.31M – 234
2024
Q2 		$1.31M Buy
51,673
+905
+2% +$22.7K 0.71% 37
2024
Q1 		$1.32M Buy
+50,768
New +$1.23M 0.72% 38

Other funds holding QDEC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bright Futures Wealth Management's QDEC Position: Q3 2024 in Review

Bright Futures Wealth Management sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q3 2024, closing a stake of 51,673 shares — an estimated $1.31M sold.

Bright Futures Wealth Management first reported a position in QDEC in Q1 2024 and held it in 2 quarters. The position peaked at $1.32M in Q1 2024. 79 funds tracked by Wall St. Rank hold QDEC as of Q3 2024.

  • Bright Futures Wealth Management reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 51,673 FT Vest Growth-100 Buffer ETF December shares in Q3 2024, an estimated $1.31M.
  • Bright Futures Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's FT Vest Growth-100 Buffer ETF December position peaked at $1.32M in Q1 2024.
  • 79 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q3 2024.

Based on Bright Futures Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.