Patriot Financial Group Insurance Agency’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-6,162	Closed	-$115K	–	1569
2022 Q2	$115K	Sell	6,162 -5,912	-49%	-$119K	0.02%	511
2022 Q1	$269K	Buy	12,074 +7,000	+138%	+$154K	0.05%	353
2021 Q4	$119K	Buy	5,074 +2,000	+65%	+$45.7K	0.02%	597
2021 Q3	$68K	Sell	3,074 -13,107	-81%	-$291K	0.01%	765
2021 Q2	$352K	Sell	16,181 -1,976	-11%	-$41.8K	0.06%	299
2021 Q1	$372K	Buy	+18,157	New	+$367K	0.09%	245

Other funds holding QDEC

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's QDEC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q3 2022, closing a stake of 6,162 shares — an estimated $115K sold.

Patriot Financial Group Insurance Agency first reported a position in QDEC in Q1 2021 and held it in 6 quarters. The position peaked at $372K in Q1 2021. 34 funds tracked by Wall St. Rank hold QDEC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 6,162 FT Vest Growth-100 Buffer ETF December shares in Q3 2022, an estimated $115K.
Patriot Financial Group Insurance Agency first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's FT Vest Growth-100 Buffer ETF December position peaked at $372K in Q1 2021.
34 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.