SMART Wealth’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

SMART Wealth’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 Q3	–	Sell	-286,651	Closed	-$6.76M	–	162
2024 Q2	$6.76M	Buy	286,651 +25,735	+10%	+$605K	2.73%	9
2024 Q1	$6.14M	Buy	260,916 +67,238	+35%	+$1.54M	2.77%	12
2023 Q4	$4.41M	Buy	+193,678	New	+$4.15M	2.41%	13

Other funds holding YDEC

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

RJFSA

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

SMART Wealth's YDEC Position: Q3 2024 in Review

SMART Wealth sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q3 2024, closing a stake of 286,651 shares — an estimated $6.76M sold.

SMART Wealth first reported a position in YDEC in Q4 2023 and held it in 3 quarters. The position peaked at $6.76M in Q2 2024. 43 funds tracked by Wall St. Rank hold YDEC as of Q3 2024.

SMART Wealth reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q3 2024 after selling out during the quarter.
SMART Wealth sold 286,651 FT Vest International Equity Moderate Buffer ETF December shares in Q3 2024, an estimated $6.76M.
SMART Wealth first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q4 2023 and held it in 3 quarters.
SMART Wealth's FT Vest International Equity Moderate Buffer ETF December position peaked at $6.76M in Q2 2024.
43 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.