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Secured Retirement Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Secured Retirement Advisors’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,146
Closed -$264K – 132
2024
Q2 		$264K Sell
10,146
-1,778
-15% -$44.7K 0.21% 100
2024
Q1 		$296K Buy
11,924
+2,162
+22% +$52.5K 0.25% 90
2023
Q4 		$231K Buy
+9,762
New +$226K 0.22% 97

Other funds holding QDEC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Secured Retirement Advisors's QDEC Position: Q3 2024 in Review

Secured Retirement Advisors sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q3 2024, closing a stake of 10,146 shares — an estimated $264K sold.

Secured Retirement Advisors first reported a position in QDEC in Q4 2023 and held it in 3 quarters. The position peaked at $296K in Q1 2024. 79 funds tracked by Wall St. Rank hold QDEC as of Q3 2024.

  • Secured Retirement Advisors reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 10,146 FT Vest Growth-100 Buffer ETF December shares in Q3 2024, an estimated $264K.
  • Secured Retirement Advisors first reported a position in FT Vest Growth-100 Buffer ETF December in Q4 2023 and held it in 3 quarters.
  • Secured Retirement Advisors's FT Vest Growth-100 Buffer ETF December position peaked at $296K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q3 2024.

Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.