QPW
FDEC icon

Quantum Private Wealth’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Quantum Private Wealth’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
Q1 		– Sell
-6,318
Closed -$246K – 181
2023
Q4 		$246K Buy
+6,318
New +$231K 0.1% 159
2023
Q2 		– Sell
-7,318
Closed -$246K – 186
2023
Q1 		$246K Hold
7,318
– – 0.13% 154
2022
Q4 		$232K Buy
7,318
+1
+0% +$32 0.15% 152
2022
Q3 		$216K Hold
7,317
– – 0.13% 155
2022
Q2 		$222K Hold
7,317
– – 0.13% 148
2022
Q1 		$248K Buy
7,317
+500
+7% +$16.8K 0.11% 162
2021
Q4 		$238K Buy
+6,817
New +$233K 0.09% 182

Other funds holding FDEC

MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return