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Optivise Advisory Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Optivise Advisory Services’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
Q3 		– Sell
-14,568
Closed -$620K – 172
2024
Q2 		$620K Buy
+14,568
New +$604K 0.33% 71

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Optivise Advisory Services's FDEC Position: Q3 2024 in Review

Optivise Advisory Services sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2024, closing a stake of 14,568 shares — an estimated $620K sold.

Optivise Advisory Services first reported a position in FDEC in Q2 2024 and held it in 1 quarter. The position peaked at $620K in Q2 2024. 116 funds tracked by Wall St. Rank hold FDEC as of Q3 2024.

  • Optivise Advisory Services reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 14,568 FT Vest US Equity Buffer ETF December shares in Q3 2024, an estimated $620K.
  • Optivise Advisory Services first reported a position in FT Vest US Equity Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's FT Vest US Equity Buffer ETF December position peaked at $620K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.