Semus Wealth Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Semus Wealth Partners’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 Q2	–	Sell	-8,249	Closed	-$340K	–	119
2024 Q1	$340K	Hold	8,249	–	–	0.29%	78
2023 Q4	$322K	Buy	+8,249	New	+$302K	0.26%	83

Other funds holding FDEC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SPC

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Semus Wealth Partners's FDEC Position: Q2 2024 in Review

Semus Wealth Partners sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2024, closing a stake of 8,249 shares — an estimated $340K sold.

Semus Wealth Partners first reported a position in FDEC in Q4 2023 and held it in 2 quarters. The position peaked at $340K in Q1 2024. 140 funds tracked by Wall St. Rank hold FDEC as of Q2 2024.

Semus Wealth Partners reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Semus Wealth Partners sold 8,249 FT Vest US Equity Buffer ETF December shares in Q2 2024, an estimated $340K.
Semus Wealth Partners first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and held it in 2 quarters.
Semus Wealth Partners's FT Vest US Equity Buffer ETF December position peaked at $340K in Q1 2024.
140 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2024.

Based on Semus Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.