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Reilly Financial Advisors’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Reilly Financial Advisors’s Portfolio YDEC Stock Details YDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-35
Closed -$3K – 1216
2021
Q3 		$3K Buy
+35
New +$759 ﹤0.01% 834

Other funds holding YDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
MFG
Mission Financial Group Las Vegas, Nevada $108M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Reilly Financial Advisors's YDEC Position: Q4 2021 in Review

Reilly Financial Advisors sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q4 2021, closing a stake of 35 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in YDEC in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 10 funds tracked by Wall St. Rank hold YDEC as of Q4 2021.

  • Reilly Financial Advisors reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 35 FT Vest International Equity Moderate Buffer ETF December shares in Q4 2021, an estimated $3K.
  • Reilly Financial Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q3 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's FT Vest International Equity Moderate Buffer ETF December position peaked at $3K in Q3 2021.
  • 10 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.