SageView Advisory Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

SageView Advisory Group’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	-9,180	Closed	-$366K	–	586
2023 Q4	$366K	Hold	9,180	–	–	0.02%	455
2023 Q3	$323K	Hold	9,180	–	–	0.02%	407
2023 Q2	$331K	Buy	+9,180	New	+$316K	0.02%	427

Other funds holding FDEC

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SageView Advisory Group's FDEC Position: Q1 2024 in Review

SageView Advisory Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2024, closing a stake of 9,180 shares — an estimated $366K sold.

SageView Advisory Group first reported a position in FDEC in Q2 2023 and held it in 3 quarters. The position peaked at $366K in Q4 2023. 118 funds tracked by Wall St. Rank hold FDEC as of Q1 2024.

SageView Advisory Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2024 after selling out during the quarter.
SageView Advisory Group sold 9,180 FT Vest US Equity Buffer ETF December shares in Q1 2024, an estimated $366K.
SageView Advisory Group first reported a position in FT Vest US Equity Buffer ETF December in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's FT Vest US Equity Buffer ETF December position peaked at $366K in Q4 2023.
118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.