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Regal Investment Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Regal Investment Advisors’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32,040
Closed -$725K – 559
2023
Q3 		$725K Buy
+32,040
New +$723K 0.06% 238

Other funds holding QDEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Regal Investment Advisors's QDEC Position: Q4 2023 in Review

Regal Investment Advisors sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q4 2023, closing a stake of 32,040 shares — an estimated $725K sold.

Regal Investment Advisors first reported a position in QDEC in Q3 2023 and held it in 1 quarter. The position peaked at $725K in Q3 2023. 68 funds tracked by Wall St. Rank hold QDEC as of Q4 2023.

  • Regal Investment Advisors reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q4 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 32,040 FT Vest Growth-100 Buffer ETF December shares in Q4 2023, an estimated $725K.
  • Regal Investment Advisors first reported a position in FT Vest Growth-100 Buffer ETF December in Q3 2023 and held it in 1 quarter.
  • Regal Investment Advisors's FT Vest Growth-100 Buffer ETF December position peaked at $725K in Q3 2023.
  • 68 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.