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Plotkin Financial Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Plotkin Financial 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
2024
Q4 		– Sell
-6,143
Closed -$269K – 92
2024
Q3 		$269K Sell
6,143
-1,277
-17% -$54.9K 0.16% 78
2024
Q2 		$316K Hold
7,420
– – 0.2% 65
2024
Q1 		$306K Buy
+7,420
New +$297K 0.2% 67

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Plotkin Financial Advisors's FDEC Position: Q4 2024 in Review

Plotkin Financial Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2024, closing a stake of 6,143 shares — an estimated $269K sold.

Plotkin Financial Advisors first reported a position in FDEC in Q1 2024 and held it in 3 quarters. The position peaked at $316K in Q2 2024. 135 funds tracked by Wall St. Rank hold FDEC as of Q4 2024.

  • Plotkin Financial Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Plotkin Financial Advisors sold 6,143 FT Vest US Equity Buffer ETF December shares in Q4 2024, an estimated $269K.
  • Plotkin Financial Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and held it in 3 quarters.
  • Plotkin Financial Advisors's FT Vest US Equity Buffer ETF December position peaked at $316K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2024.

Based on Plotkin Financial Advisors's 13F filing for Q4 2024, filed 6 Mar 2025.