KWM
FDEC icon

Kingsview Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Kingsview Wealth 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
2024
Q3 		– Sell
-22,496
Closed -$957K – 1115
2024
Q2 		$957K Sell
22,496
-362
-2% -$15K 0.02% 523
2024
Q1 		$942K Buy
22,858
+562
+3% +$22.5K 0.02% 513
2023
Q4 		$869K Buy
+22,296
New +$815K 0.03% 506
2021
Q4 		– Sell
-6,100
Closed -$204K – 985
2021
Q3 		$204K Sell
6,100
-8,109
-57% -$272K 0.01% 797
2021
Q2 		$473K Sell
14,209
-1,308
-8% -$42.8K 0.02% 568
2021
Q1 		$497K Buy
+15,517
New +$483K 0.03% 507

Other funds holding FDEC

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return