Key Client Fiduciary Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Key Client Fiduciary 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 Q3	–	Sell	-7,695	Closed	-$200K	–	207
2024 Q2	$200K	Sell	7,695 -1,860	-19%	-$46.7K	0.1%	178
2024 Q1	$237K	Sell	9,555 -12,185	-56%	-$296K	0.13%	152
2023 Q4	$514K	Buy	21,740 +8,600	+65%	+$199K	0.3%	82
2023 Q3	$297K	Buy	+13,140	New	+$297K	0.18%	126

Other funds holding QDEC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Key Client Fiduciary Advisors's QDEC Position: Q3 2024 in Review

Key Client Fiduciary Advisors sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q3 2024, closing a stake of 7,695 shares — an estimated $200K sold.

Key Client Fiduciary Advisors first reported a position in QDEC in Q3 2023 and held it in 4 quarters. The position peaked at $514K in Q4 2023. 79 funds tracked by Wall St. Rank hold QDEC as of Q3 2024.

Key Client Fiduciary Advisors reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q3 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 7,695 FT Vest Growth-100 Buffer ETF December shares in Q3 2024, an estimated $200K.
Key Client Fiduciary Advisors first reported a position in FT Vest Growth-100 Buffer ETF December in Q3 2023 and held it in 4 quarters.
Key Client Fiduciary Advisors's FT Vest Growth-100 Buffer ETF December position peaked at $514K in Q4 2023.
79 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q3 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.