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L.J. Altfest & Co’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

L.J. Altfest & Co’s Portfolio YDEC Stock Details YDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-42,308
Closed -$962K – 333
2023
Q4 		$962K Buy
+42,308
New +$907K 0.14% 120

Other funds holding YDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

L.J. Altfest & Co's YDEC Position: Q1 2024 in Review

L.J. Altfest & Co sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q1 2024, closing a stake of 42,308 shares — an estimated $962K sold.

L.J. Altfest & Co first reported a position in YDEC in Q4 2023 and held it in 1 quarter. The position peaked at $962K in Q4 2023. 47 funds tracked by Wall St. Rank hold YDEC as of Q1 2024.

  • L.J. Altfest & Co reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 42,308 FT Vest International Equity Moderate Buffer ETF December shares in Q1 2024, an estimated $962K.
  • L.J. Altfest & Co first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q4 2023 and held it in 1 quarter.
  • L.J. Altfest & Co's FT Vest International Equity Moderate Buffer ETF December position peaked at $962K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q1 2024.

Based on L.J. Altfest & Co's 13F filing for Q1 2024, filed 22 Apr 2024.