Cedar Brook Financial Partners’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Cedar Brook Financial Partners’s Portfolio XDEC Stock Details XDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,290	Closed	-$328K	–	427
2024 Q1	$328K	Sell	9,290 -124	-1%	-$4.3K	0.06%	295
2023 Q4	$322K	Sell	9,414 -583	-6%	-$19.5K	0.07%	276
2023 Q3	$329K	Hold	9,997	–	–	0.09%	235
2023 Q2	$326K	Hold	9,997	–	–	0.08%	267
2023 Q1	$312K	Buy	9,997 +647	+7%	+$19.8K	0.08%	263
2022 Q4	$278K	Buy	+9,350	New	+$272K	0.08%	278

Other funds holding XDEC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2024, closing a stake of 9,290 shares — an estimated $328K sold.

Cedar Brook Financial Partners first reported a position in XDEC in Q4 2022 and held it in 6 quarters. The position peaked at $329K in Q3 2023. 76 funds tracked by Wall St. Rank hold XDEC as of Q2 2024.

Cedar Brook Financial Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 9,290 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2024, an estimated $328K.
Cedar Brook Financial Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and held it in 6 quarters.
Cedar Brook Financial Partners's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $329K in Q3 2023.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2024.

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