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Money Concepts Capital’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,025
Closed -$32.6K – 1280
2022
Q4 		$32.6K Buy
+1,025
New +$32.4K ﹤0.01% 1426
2022
Q2 		– Sell
-1,025
Closed -$35K – 1817
2022
Q1 		$35K Buy
+1,025
New +$34.4K ﹤0.01% 1375

Other funds holding FDEC

LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Money Concepts Capital's FDEC Position: Q1 2023 in Review

Money Concepts Capital sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2023, closing a stake of 1,025 shares — an estimated $32.6K sold.

Money Concepts Capital first reported a position in FDEC in Q1 2022 and held it in 2 quarters. The position peaked at $35K in Q1 2022. 81 funds tracked by Wall St. Rank hold FDEC as of Q1 2023.

  • Money Concepts Capital reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,025 FT Vest US Equity Buffer ETF December shares in Q1 2023, an estimated $32.6K.
  • Money Concepts Capital first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FT Vest US Equity Buffer ETF December position peaked at $35K in Q1 2022.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.