SCFS
FDEC icon

S.C. Financial Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

S.C. Financial Services’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
2022
Q2 		– Sell
-6,521
Closed -$222K – 125
2022
Q1 		$222K Buy
+6,521
New +$219K 0.29% 105

Other funds holding FDEC

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

S.C. Financial Services's FDEC Position: Q2 2022 in Review

S.C. Financial Services sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2022, closing a stake of 6,521 shares — an estimated $222K sold.

S.C. Financial Services first reported a position in FDEC in Q1 2022 and held it in 1 quarter. The position peaked at $222K in Q1 2022. 53 funds tracked by Wall St. Rank hold FDEC as of Q2 2022.

  • S.C. Financial Services reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2022 after selling out during the quarter.
  • S.C. Financial Services sold 6,521 FT Vest US Equity Buffer ETF December shares in Q2 2022, an estimated $222K.
  • S.C. Financial Services first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and held it in 1 quarter.
  • S.C. Financial Services's FT Vest US Equity Buffer ETF December position peaked at $222K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2022.

Based on S.C. Financial Services's 13F filing for Q2 2022, filed 11 Jul 2022.