CWS
FDEC icon

Cypress Wealth Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Cypress Wealth Services’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
2021
Q2 		– Sell
-10,300
Closed -$328K – 269
2021
Q1 		$328K Buy
+10,300
New +$321K 0.07% 206

Other funds holding FDEC

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Cypress Wealth Services's FDEC Position: Q2 2021 in Review

Cypress Wealth Services sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2021, closing a stake of 10,300 shares — an estimated $328K sold.

Cypress Wealth Services first reported a position in FDEC in Q1 2021 and held it in 1 quarter. The position peaked at $328K in Q1 2021. 20 funds tracked by Wall St. Rank hold FDEC as of Q2 2021.

  • Cypress Wealth Services reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 10,300 FT Vest US Equity Buffer ETF December shares in Q2 2021, an estimated $328K.
  • Cypress Wealth Services first reported a position in FT Vest US Equity Buffer ETF December in Q1 2021 and held it in 1 quarter.
  • Cypress Wealth Services's FT Vest US Equity Buffer ETF December position peaked at $328K in Q1 2021.
  • 20 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.