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Prosperity Consulting Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Prosperity Consulting 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
2025
Q1 		– Sell
-6,651
Closed -$296K – 465
2024
Q4 		$296K Buy
6,651
+100
+2% +$4.43K 0.02% 380
2024
Q3 		$287K Buy
6,551
+1,106
+20% +$47.5K 0.02% 382
2024
Q2 		$232K Sell
5,445
-983
-15% -$40.8K 0.03% 280
2024
Q1 		$265K Hold
6,428
– – 0.03% 289
2023
Q4 		$251K Hold
6,428
– – 0.08% 176
2023
Q3 		$226K Hold
6,428
– – 0.1% 130
2023
Q2 		$232K Hold
6,428
– – 0.14% 94
2023
Q1 		$216K Buy
+6,428
New +$211K 0.14% 102

Other funds holding FDEC

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GW
Griffith & Werner Canton, Georgia $202M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return