Peterson Financial Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Peterson Financial 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 Q3	$12K	Buy	+274	New	+$11.8K	0.05%	189

Other funds holding FDEC

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

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

Peterson Financial Group's FDEC Position: Q3 2024 in Review

Peterson Financial Group opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q3 2024: 274 shares worth $12K. The stake represents 0.05% of the portfolio and ranks #189 among its holdings.

116 funds tracked by Wall St. Rank hold FDEC as of Q3 2024.

Peterson Financial Group held 274 shares of FT Vest US Equity Buffer ETF December worth $12K as of Q3 2024.
FT Vest US Equity Buffer ETF December was a new Peterson Financial Group position in Q3 2024.
FT Vest US Equity Buffer ETF December made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #189 holding.
116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.