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North Star Investment Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

North Star Investment Management’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
Q4 		– Sell
-3,368
Closed -$147K – 1236
2024
Q3 		$147K Hold
3,368
– – 0.01% 453
2024
Q2 		$143K Hold
3,368
– – 0.01% 455
2024
Q1 		$139K Buy
+3,368
New +$135K 0.01% 467

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

North Star Investment Management's FDEC Position: Q4 2024 in Review

North Star Investment Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2024, closing a stake of 3,368 shares — an estimated $147K sold.

North Star Investment Management first reported a position in FDEC in Q1 2024 and held it in 3 quarters. The position peaked at $147K in Q3 2024. 135 funds tracked by Wall St. Rank hold FDEC as of Q4 2024.

  • North Star Investment Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 3,368 FT Vest US Equity Buffer ETF December shares in Q4 2024, an estimated $147K.
  • North Star Investment Management first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and held it in 3 quarters.
  • North Star Investment Management's FT Vest US Equity Buffer ETF December position peaked at $147K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2024.

Based on North Star Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.