SageView Advisory Group’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

SageView Advisory Group’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
2024 Q1	–	Sell	-14,360	Closed	-$327K	–	848
2023 Q4	$327K	Hold	14,360	–	–	0.01%	483
2023 Q3	$301K	Hold	14,360	–	–	0.02%	422
2023 Q2	$316K	Buy	+14,360	New	+$312K	0.02%	435

Other funds holding YDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

SageView Advisory Group sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q1 2024, closing a stake of 14,360 shares — an estimated $327K sold.

SageView Advisory Group first reported a position in YDEC in Q2 2023 and held it in 3 quarters. The position peaked at $327K in Q4 2023. 47 funds tracked by Wall St. Rank hold YDEC as of Q1 2024.

SageView Advisory Group reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q1 2024 after selling out during the quarter.
SageView Advisory Group sold 14,360 FT Vest International Equity Moderate Buffer ETF December shares in Q1 2024, an estimated $327K.
SageView Advisory Group first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's FT Vest International Equity Moderate Buffer ETF December position peaked at $327K in Q4 2023.
47 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q1 2024.

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