Cedar Brook Financial Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-7,015	Closed	-$289K	–	138
2024 Q1	$289K	Hold	7,015	–	–	0.06%	325
2023 Q4	$274K	Sell	7,015 -2,507	-26%	-$91.7K	0.06%	315
2023 Q3	$335K	Sell	9,522 -889	-9%	-$32.1K	0.09%	231
2023 Q2	$375K	Hold	10,411	–	–	0.09%	230
2023 Q1	$351K	Sell	10,411 -604	-5%	-$19.9K	0.09%	241
2022 Q4	$350K	Sell	11,015 -9,107	-45%	-$288K	0.1%	231
2022 Q3	$596K	Hold	20,122	–	–	0.19%	135
2022 Q2	$613K	Hold	20,122	–	–	0.19%	134
2022 Q1	$684K	Buy	20,122 +10,047	+100%	+$338K	0.18%	142
2021 Q4	$352K	Buy	+10,075	New	+$344K	0.09%	243

Other funds holding FDEC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cedar Brook Financial Partners's FDEC Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2024, closing a stake of 7,015 shares — an estimated $289K sold.

Cedar Brook Financial Partners first reported a position in FDEC in Q4 2021 and held it in 10 quarters. The position peaked at $684K in Q1 2022. 140 funds tracked by Wall St. Rank hold FDEC as of Q2 2024.

Cedar Brook Financial Partners reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,015 FT Vest US Equity Buffer ETF December shares in Q2 2024, an estimated $289K.
Cedar Brook Financial Partners first reported a position in FT Vest US Equity Buffer ETF December in Q4 2021 and held it in 10 quarters.
Cedar Brook Financial Partners's FT Vest US Equity Buffer ETF December position peaked at $684K in Q1 2022.
140 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.