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Lloyd Advisory Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Lloyd Advisory Services’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
-8,048
Closed -$342K – 102
2024
Q2 		$342K Buy
+8,048
New +$334K 0.16% 67
2024
Q1 		– Sell
-36,193
Closed -$1.41M – 141
2023
Q4 		$1.41M Buy
+36,193
New +$1.32M 0.67% 33

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

Lloyd Advisory Services's FDEC Position: Q3 2024 in Review

Lloyd Advisory Services sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2024, closing a stake of 8,048 shares — an estimated $342K sold.

Lloyd Advisory Services first reported a position in FDEC in Q4 2023 and held it in 2 quarters. The position peaked at $1.41M in Q4 2023. 116 funds tracked by Wall St. Rank hold FDEC as of Q3 2024.

  • Lloyd Advisory Services reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 8,048 FT Vest US Equity Buffer ETF December shares in Q3 2024, an estimated $342K.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and held it in 2 quarters.
  • Lloyd Advisory Services's FT Vest US Equity Buffer ETF December position peaked at $1.41M in Q4 2023.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2024.

Based on Lloyd Advisory Services's 13F filing for Q3 2024, filed 10 Oct 2024.