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Oliver Lagore Vanvalin Investment Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q1 		– Sell
-40
Closed -$1.56K – 766
2023
Q4 		$1.56K Buy
+40
New +$1.46K ﹤0.01% 650

Other funds holding FDEC

MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FDEC Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2024, closing a stake of 40 shares — an estimated $1.56K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in FDEC in Q4 2023 and held it in 1 quarter. The position peaked at $1.56K in Q4 2023. 118 funds tracked by Wall St. Rank hold FDEC as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 40 FT Vest US Equity Buffer ETF December shares in Q1 2024, an estimated $1.56K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's FT Vest US Equity Buffer ETF December position peaked at $1.56K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.