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Clear Point Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Clear Point Advisors’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,686
Closed -$125K – 428
2024
Q3 		$125K Hold
4,686
– – 0.1% 135
2024
Q2 		$122K Hold
4,686
– – 0.1% 131
2024
Q1 		$116K Hold
4,686
– – 0.1% 140
2023
Q4 		$111K Buy
+4,686
New +$108K 0.1% 136

Other funds holding QDEC

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Clear Point Advisors sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q4 2024, closing a stake of 4,686 shares — an estimated $125K sold.

Clear Point Advisors first reported a position in QDEC in Q4 2023 and held it in 4 quarters. The position peaked at $125K in Q3 2024. 85 funds tracked by Wall St. Rank hold QDEC as of Q4 2024.

  • Clear Point Advisors reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 4,686 FT Vest Growth-100 Buffer ETF December shares in Q4 2024, an estimated $125K.
  • Clear Point Advisors first reported a position in FT Vest Growth-100 Buffer ETF December in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FT Vest Growth-100 Buffer ETF December position peaked at $125K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q4 2024.

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