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Sage Capital Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Sage Capital Advisors’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
-6,033
Closed -$235K – 139
2023
Q4 		$235K Buy
+6,033
New +$221K 0.08% 122
2022
Q4 		– Sell
-7,560
Closed -$224K – 130
2022
Q3 		$224K Buy
+7,560
New +$240K 0.11% 110

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

Sage Capital Advisors's FDEC Position: Q1 2024 in Review

Sage Capital Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2024, closing a stake of 6,033 shares — an estimated $235K sold.

Sage Capital Advisors first reported a position in FDEC in Q3 2022 and held it in 2 quarters. The position peaked at $235K in Q4 2023. 118 funds tracked by Wall St. Rank hold FDEC as of Q1 2024.

  • Sage Capital Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Sage Capital Advisors sold 6,033 FT Vest US Equity Buffer ETF December shares in Q1 2024, an estimated $235K.
  • Sage Capital Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q3 2022 and held it in 2 quarters.
  • Sage Capital Advisors's FT Vest US Equity Buffer ETF December position peaked at $235K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2024.

Based on Sage Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.