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

Clearstead 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
2025
Q1 		– Sell
-8,800
Closed -$392K – 2244
2024
Q4 		$392K Buy
+8,800
New +$390K 0.01% 641

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Clearstead Advisors's FDEC Position: Q1 2025 in Review

Clearstead Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2025, closing a stake of 8,800 shares — an estimated $392K sold.

Clearstead Advisors first reported a position in FDEC in Q4 2024 and held it in 1 quarter. The position peaked at $392K in Q4 2024. 142 funds tracked by Wall St. Rank hold FDEC as of Q1 2025.

  • Clearstead Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 8,800 FT Vest US Equity Buffer ETF December shares in Q1 2025, an estimated $392K.
  • Clearstead Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and held it in 1 quarter.
  • Clearstead Advisors's FT Vest US Equity Buffer ETF December position peaked at $392K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.