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MBL Wealth’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

MBL Wealth’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
-16,695
Closed -$688K – 216
2024
Q1 		$688K Buy
+16,695
New +$669K 0.08% 108

Other funds holding FDEC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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 $71.6B AUM 21.08% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MBL Wealth's FDEC Position: Q2 2024 in Review

MBL Wealth sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2024, closing a stake of 16,695 shares — an estimated $688K sold.

MBL Wealth first reported a position in FDEC in Q1 2024 and held it in 1 quarter. The position peaked at $688K in Q1 2024. 140 funds tracked by Wall St. Rank hold FDEC as of Q2 2024.

  • MBL Wealth reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • MBL Wealth sold 16,695 FT Vest US Equity Buffer ETF December shares in Q2 2024, an estimated $688K.
  • MBL Wealth first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and held it in 1 quarter.
  • MBL Wealth's FT Vest US Equity Buffer ETF December position peaked at $688K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2024.

Based on MBL Wealth's 13F filing for Q2 2024, filed 19 Jul 2024.