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OneDigital Investment Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

OneDigital Investment Advisors’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
2022
Q2 		– Sell
-6,000
Closed -$204K – 745
2022
Q1 		$204K Buy
+6,000
New +$202K 0.01% 702

Other funds holding FDEC

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

OneDigital Investment Advisors's FDEC Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2022, closing a stake of 6,000 shares — an estimated $204K sold.

OneDigital Investment Advisors first reported a position in FDEC in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 53 funds tracked by Wall St. Rank hold FDEC as of Q2 2022.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,000 FT Vest US Equity Buffer ETF December shares in Q2 2022, an estimated $204K.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and held it in 1 quarter.
  • OneDigital Investment Advisors's FT Vest US Equity Buffer ETF December position peaked at $204K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.