Cascadia Advisory Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$2.71M	Buy	80,804 +71,732	+791%	+$2.41M	0.55%	63
2021 Q2	$301K	Buy	9,072 +1,185	+15%	+$38.7K	0.06%	200
2021 Q1	$251K	Buy	+7,887	New	+$245K	0.06%	210

Other funds holding FDEC

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

SAM

Strategic Asset Management Rochester, Minnesota $57.7M AUM 14.07% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Cascadia Advisory Services's FDEC Position: Q3 2021 in Review

Cascadia Advisory Services increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 791% in Q3 2021, buying an estimated $2.41M and bringing the position to 80,804 shares worth $2.71M. The position accounts for 0.55% of the portfolio, ranked #63.

Cascadia Advisory Services first reported a position in FDEC in Q1 2021 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold FDEC as of Q3 2021.

Cascadia Advisory Services held 80,804 shares of FT Vest US Equity Buffer ETF December worth $2.71M as of Q3 2021.
Cascadia Advisory Services bought 71,732 FT Vest US Equity Buffer ETF December shares in Q3 2021, an estimated $2.41M.
FT Vest US Equity Buffer ETF December made up 0.55% of Cascadia Advisory Services's portfolio in Q3 2021, its #63 holding.
Cascadia Advisory Services first reported a position in FT Vest US Equity Buffer ETF December in Q1 2021 and has held it in 3 quarters since.
21 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.