Cary Street Partners Investment Advisory’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-15,771
Closed -$467K 1656
2022
Q3
$467K Sell
15,771
-121
-0.8% -$3.83K 0.04% 323
2022
Q2
$484K Buy
+15,892
New +$508K 0.04% 303

Other funds holding FDEC

Cary Street Partners Investment Advisory's FDEC Position: Q4 2022 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2022, closing a stake of 15,771 shares — an estimated $467K sold.

Cary Street Partners Investment Advisory first reported a position in FDEC in Q2 2022 and held it in 2 quarters. The position peaked at $484K in Q2 2022. 67 funds tracked by Wall St. Rank hold FDEC as of Q4 2022.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2022 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 15,771 FT Vest US Equity Buffer ETF December shares in Q4 2022, an estimated $467K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF December in Q2 2022 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's FT Vest US Equity Buffer ETF December position peaked at $484K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2022.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.