Onyx Bridge Wealth Group’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Onyx Bridge Wealth Group’s Portfolio YDEC Stock Details YDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12,718	Closed	-$279K	–	254
2023 Q2	$279K	Buy	12,718 +1,625	+15%	+$35.3K	0.07%	178
2023 Q1	$237K	Sell	11,093 -59,647	-84%	-$1.25M	0.09%	151
2022 Q4	$1.45M	Buy	70,740 +59,843	+549%	+$1.13M	0.59%	26
2022 Q3	$186K	Sell	10,897 -16,502	-60%	-$308K	0.08%	151
2022 Q2	$518K	Buy	+27,399	New	+$533K	0.23%	64

Other funds holding YDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

PCG

Prosperity Consulting Group Owings Mills, Maryland $2.25B AUM 15.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Onyx Bridge Wealth Group's YDEC Position: Q3 2023 in Review

Onyx Bridge Wealth Group sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q3 2023, closing a stake of 12,718 shares — an estimated $279K sold.

Onyx Bridge Wealth Group first reported a position in YDEC in Q2 2022 and held it in 5 quarters. The position peaked at $1.45M in Q4 2022. 26 funds tracked by Wall St. Rank hold YDEC as of Q3 2023.

Onyx Bridge Wealth Group reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q3 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 12,718 FT Vest International Equity Moderate Buffer ETF December shares in Q3 2023, an estimated $279K.
Onyx Bridge Wealth Group first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q2 2022 and held it in 5 quarters.
Onyx Bridge Wealth Group's FT Vest International Equity Moderate Buffer ETF December position peaked at $1.45M in Q4 2022.
26 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q3 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2023, filed 16 Oct 2023.