KCS Wealth Advisory’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
Other funds holding DDEC
ST
TC
MA
SFS
CW
GRP
KCS Wealth Advisory's DDEC Position: Q3 2023 in Review
KCS Wealth Advisory reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 50% in Q3 2023, selling an estimated $511K and leaving 15,225 shares worth $511K. The position accounts for 0.22% of the portfolio, ranked #91.
KCS Wealth Advisory first reported a position in DDEC in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.02M in Q2 2023. 57 funds tracked by Wall St. Rank hold DDEC as of Q3 2023.
- KCS Wealth Advisory held 15,225 shares of FT Vest US Equity Deep Buffer ETF December worth $511K as of Q3 2023.
- KCS Wealth Advisory sold 15,041 FT Vest US Equity Deep Buffer ETF December shares in Q3 2023, an estimated $511K.
- FT Vest US Equity Deep Buffer ETF December made up 0.22% of KCS Wealth Advisory's portfolio in Q3 2023, its #91 holding.
- KCS Wealth Advisory first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2023 and has held it in 3 quarters since.
- KCS Wealth Advisory's FT Vest US Equity Deep Buffer ETF December position peaked at $1.02M in Q2 2023.
- 57 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2023.
Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.