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Clear Point Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Clear Point 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
-1,403
Closed -$61.4K – 250
2024
Q3 		$61.4K Hold
1,403
– – 0.05% 181
2024
Q2 		$59.7K Hold
1,403
– – 0.05% 178
2024
Q1 		$57.8K Hold
1,403
– – 0.05% 184
2023
Q4 		$54.7K Buy
+1,403
New +$51.3K 0.05% 181

Other funds holding FDEC

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

Clear Point Advisors's FDEC Position: Q4 2024 in Review

Clear Point Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2024, closing a stake of 1,403 shares — an estimated $61.4K sold.

Clear Point Advisors first reported a position in FDEC in Q4 2023 and held it in 4 quarters. The position peaked at $61.4K in Q3 2024. 135 funds tracked by Wall St. Rank hold FDEC as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,403 FT Vest US Equity Buffer ETF December shares in Q4 2024, an estimated $61.4K.
  • Clear Point Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest US Equity Buffer ETF December position peaked at $61.4K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.