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Simplicity Solutions’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Simplicity Solutions’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
2023
Q4 		$245K Hold
6,282
– – 0.01% 897
2023
Q3 		$221K Hold
6,282
– – 0.01% 873
2023
Q2 		$226K Buy
+6,282
New +$216K 0.01% 932

Other funds holding FDEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Simplicity Solutions's FDEC Position: Q4 2023 in Review

Simplicity Solutions held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q4 2023 at 6,282 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #897.

Simplicity Solutions first reported a position in FDEC in Q2 2023 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold FDEC as of Q4 2023.

  • Simplicity Solutions held 6,282 shares of FT Vest US Equity Buffer ETF December worth $245K as of Q4 2023.
  • Simplicity Solutions left its FT Vest US Equity Buffer ETF December share count unchanged in Q4 2023.
  • FT Vest US Equity Buffer ETF December made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #897 holding.
  • Simplicity Solutions first reported a position in FT Vest US Equity Buffer ETF December in Q2 2023 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.