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Foundations Investment Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Foundations Investment 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
Q2 		– Sell
-22,091
Closed -$549K – 790
2024
Q1 		$549K Buy
+22,091
New +$537K 0.01% 447

Other funds holding QDEC

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Foundations Investment Advisors's QDEC Position: Q2 2024 in Review

Foundations Investment Advisors sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q2 2024, closing a stake of 22,091 shares — an estimated $549K sold.

Foundations Investment Advisors first reported a position in QDEC in Q1 2024 and held it in 1 quarter. The position peaked at $549K in Q1 2024. 89 funds tracked by Wall St. Rank hold QDEC as of Q2 2024.

  • Foundations Investment Advisors reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 22,091 FT Vest Growth-100 Buffer ETF December shares in Q2 2024, an estimated $549K.
  • Foundations Investment Advisors first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's FT Vest Growth-100 Buffer ETF December position peaked at $549K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.