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FDEC icon

StoneX Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

StoneX Group’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
Q1 		– Sell
-18,498
Closed -$587K – 521
2022
Q4 		$587K Buy
18,498
+1,522
+9% +$48.1K 0.09% 190
2022
Q3 		$503K Hold
16,976
– – 0.09% 158
2022
Q2 		$517K Sell
16,976
-10,000
-37% -$320K 0.08% 169
2022
Q1 		$917K Sell
26,976
-230
-0.8% -$7.73K 0.09% 199
2021
Q4 		$951K Buy
+27,206
New +$930K 0.11% 180

Other funds holding FDEC

LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return