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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Prosperity Consulting Group's FDEC Position: Q1 2025 in Review

Prosperity Consulting Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2025, closing a stake of 6,651 shares — an estimated $296K sold.

Prosperity Consulting Group first reported a position in FDEC in Q1 2023 and held it in 8 quarters. The position peaked at $296K in Q4 2024. 143 funds tracked by Wall St. Rank hold FDEC as of Q1 2025.

  • Prosperity Consulting Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 6,651 FT Vest US Equity Buffer ETF December shares in Q1 2025, an estimated $296K.
  • Prosperity Consulting Group first reported a position in FT Vest US Equity Buffer ETF December in Q1 2023 and held it in 8 quarters.
  • Prosperity Consulting Group's FT Vest US Equity Buffer ETF December position peaked at $296K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2025.

Based on Prosperity Consulting Group's 13F filing for Q1 2025, filed 7 May 2025.