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Gerber Kawasaki Wealth & Investment Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2023
Q2 		– Sell
-6,620
Closed -$223K – 270
2023
Q1 		$223K Buy
+6,620
New +$218K 0.02% 227

Other funds holding FDEC

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FDEC Position: Q2 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2023, closing a stake of 6,620 shares — an estimated $223K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FDEC in Q1 2023 and held it in 1 quarter. The position peaked at $223K in Q1 2023. 77 funds tracked by Wall St. Rank hold FDEC as of Q2 2023.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 6,620 FT Vest US Equity Buffer ETF December shares in Q2 2023, an estimated $223K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in FT Vest US Equity Buffer ETF December in Q1 2023 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's FT Vest US Equity Buffer ETF December position peaked at $223K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.