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Legacy CG’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Legacy CG’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
2023
Q3 		– Sell
-264,961
Closed -$9.55M – 39
2023
Q2 		$9.55M Sell
264,961
-11,556
-4% -$398K 4.4% 8
2023
Q1 		$9.31M Buy
+276,517
New +$9.09M 4.7% 6

Other funds holding FDEC

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
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
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy CG's FDEC Position: Q3 2023 in Review

Legacy CG sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2023, closing a stake of 264,961 shares — an estimated $9.55M sold.

Legacy CG first reported a position in FDEC in Q1 2023 and held it in 2 quarters. The position peaked at $9.55M in Q2 2023. 69 funds tracked by Wall St. Rank hold FDEC as of Q3 2023.

  • Legacy CG reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Legacy CG sold 264,961 FT Vest US Equity Buffer ETF December shares in Q3 2023, an estimated $9.55M.
  • Legacy CG first reported a position in FT Vest US Equity Buffer ETF December in Q1 2023 and held it in 2 quarters.
  • Legacy CG's FT Vest US Equity Buffer ETF December position peaked at $9.55M in Q2 2023.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2023.

Based on Legacy CG's 13F filing for Q3 2023, filed 24 Oct 2023.