Sowell Financial Services’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-19,110	Closed	-$532K	–	581
2024 Q3	$532K	Buy	+19,110	New	+$498K	0.02%	431
2022 Q1	–	Sell	-30,711	Closed	-$723K	–	423
2021 Q4	$723K	Sell	30,711 -4,199	-12%	-$96K	0.04%	379
2021 Q3	$772K	Sell	34,910 -1,933	-5%	-$43K	0.05%	332
2021 Q2	$803K	Buy	36,843 +4,482	+14%	+$94.8K	0.05%	347
2021 Q1	$677K	Buy	+32,361	New	+$655K	0.02%	536

Other funds holding QDEC

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sowell Financial Services's QDEC Position: Q4 2024 in Review

Sowell Financial Services sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q4 2024, closing a stake of 19,110 shares — an estimated $532K sold.

Sowell Financial Services first reported a position in QDEC in Q1 2021 and held it in 5 quarters. The position peaked at $803K in Q2 2021. 85 funds tracked by Wall St. Rank hold QDEC as of Q4 2024.

Sowell Financial Services reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 19,110 FT Vest Growth-100 Buffer ETF December shares in Q4 2024, an estimated $532K.
Sowell Financial Services first reported a position in FT Vest Growth-100 Buffer ETF December in Q1 2021 and held it in 5 quarters.
Sowell Financial Services's FT Vest Growth-100 Buffer ETF December position peaked at $803K in Q2 2021.
85 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.