MAC
FDEC icon

Mason & Associates (California)’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Mason & Associates (California)’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
Q2 		– Sell
-1,714,085
Closed -$70.6M – 110
2024
Q1 		$70.6M Buy
+1,714,085
New +$68.7M 18.84% 1

Other funds holding FDEC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 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 $79.5B AUM 27.1% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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 $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mason & Associates (California)'s FDEC Position: Q2 2024 in Review

Mason & Associates (California) sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2024, closing a stake of 1,714,085 shares — an estimated $70.6M sold.

Mason & Associates (California) first reported a position in FDEC in Q1 2024 and held it in 1 quarter. The position peaked at $70.6M in Q1 2024. 140 funds tracked by Wall St. Rank hold FDEC as of Q2 2024.

  • Mason & Associates (California) reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • Mason & Associates (California) sold 1,714,085 FT Vest US Equity Buffer ETF December shares in Q2 2024, an estimated $70.6M.
  • Mason & Associates (California) first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and held it in 1 quarter.
  • Mason & Associates (California)'s FT Vest US Equity Buffer ETF December position peaked at $70.6M in Q1 2024.
  • 140 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2024.

Based on Mason & Associates (California)'s 13F filing for Q2 2024, filed 19 Jul 2024.