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

SMART Wealth’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
-184,755
Closed -$7.2M – 124
2023
Q4 		$7.2M Buy
+184,755
New +$6.76M 3.94% 8

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 $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SMART Wealth's FDEC Position: Q1 2024 in Review

SMART Wealth sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2024, closing a stake of 184,755 shares — an estimated $7.2M sold.

SMART Wealth first reported a position in FDEC in Q4 2023 and held it in 1 quarter. The position peaked at $7.2M in Q4 2023. 118 funds tracked by Wall St. Rank hold FDEC as of Q1 2024.

  • SMART Wealth reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • SMART Wealth sold 184,755 FT Vest US Equity Buffer ETF December shares in Q1 2024, an estimated $7.2M.
  • SMART Wealth first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and held it in 1 quarter.
  • SMART Wealth's FT Vest US Equity Buffer ETF December position peaked at $7.2M in Q4 2023.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.