KCS Wealth Advisory’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
Other funds holding DDEC
MA
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. 58 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.
- 58 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.