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 $3.97B AUM 32.34% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kingsview Wealth Management's FDEC Position: Q3 2024 in Review

Kingsview Wealth Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2024, closing a stake of 22,496 shares — an estimated $957K sold.

Kingsview Wealth Management first reported a position in FDEC in Q1 2021 and held it in 6 quarters. The position peaked at $957K in Q2 2024. 116 funds tracked by Wall St. Rank hold FDEC as of Q3 2024.

Kingsview Wealth Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2024 after selling out during the quarter.
Kingsview Wealth Management sold 22,496 FT Vest US Equity Buffer ETF December shares in Q3 2024, an estimated $957K.
Kingsview Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q1 2021 and held it in 6 quarters.
Kingsview Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $957K in Q2 2024.
116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.