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North Star Investment Management’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

North Star Investment Management’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,000
Closed -$80K – 1254
2024
Q3 		$80K Hold
3,000
– – 0.01% 538
2024
Q2 		$78.2K Hold
3,000
– – 0.01% 536
2024
Q1 		$74.5K Buy
+3,000
New +$72.9K 0.01% 553

Other funds holding QDEC

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

North Star Investment Management sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q4 2024, closing a stake of 3,000 shares — an estimated $80K sold.

North Star Investment Management first reported a position in QDEC in Q1 2024 and held it in 3 quarters. The position peaked at $80K in Q3 2024. 85 funds tracked by Wall St. Rank hold QDEC as of Q4 2024.

  • North Star Investment Management reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • North Star Investment Management sold 3,000 FT Vest Growth-100 Buffer ETF December shares in Q4 2024, an estimated $80K.
  • North Star Investment Management first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2024 and held it in 3 quarters.
  • North Star Investment Management's FT Vest Growth-100 Buffer ETF December position peaked at $80K in Q3 2024.
  • 85 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q4 2024.

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