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Cerro Pacific Wealth Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Cerro Pacific Wealth Advisors’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
Q4 		– Sell
-5,224
Closed -$222K – 165
2024
Q3 		$222K Hold
5,224
– – 0.08% 138
2024
Q2 		$222K Buy
+5,224
New +$217K 0.09% 139

Other funds holding FDEC

Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Cerro Pacific Wealth Advisors's FDEC Position: Q4 2024 in Review

Cerro Pacific Wealth Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2024, closing a stake of 5,224 shares — an estimated $222K sold.

Cerro Pacific Wealth Advisors first reported a position in FDEC in Q2 2024 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 135 funds tracked by Wall St. Rank hold FDEC as of Q4 2024.

  • Cerro Pacific Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 5,224 FT Vest US Equity Buffer ETF December shares in Q4 2024, an estimated $222K.
  • Cerro Pacific Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q2 2024 and held it in 2 quarters.
  • Cerro Pacific Wealth Advisors's FT Vest US Equity Buffer ETF December position peaked at $222K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2024.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.