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Strategic Asset Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Strategic Asset Management’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
2022
Q3 		$634K Sell
21,402
-150
-0.7% -$4.75K 1.1% 18
2022
Q2 		$657K Sell
21,552
-7,770
-26% -$248K 1.05% 18
2022
Q1 		$997K Buy
29,322
+15,607
+114% +$524K 1.41% 14
2021
Q4 		$480K Buy
13,715
+320
+2% +$10.9K 0.67% 29
2021
Q3 		$451K Buy
+13,395
New +$449K 0.63% 31

Other funds holding FDEC

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Strategic Asset Management's FDEC Position: Q3 2022 in Review

Strategic Asset Management reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 0.7% in Q3 2022, selling an estimated $4.75K and leaving 21,402 shares worth $634K. The position accounts for 1.1% of the portfolio, ranked #18.

Strategic Asset Management first reported a position in FDEC in Q3 2021 and has held it in 5 quarters since. The position peaked at $997K in Q1 2022. 57 funds tracked by Wall St. Rank hold FDEC as of Q3 2022.

  • Strategic Asset Management held 21,402 shares of FT Vest US Equity Buffer ETF December worth $634K as of Q3 2022.
  • Strategic Asset Management sold 150 FT Vest US Equity Buffer ETF December shares in Q3 2022, an estimated $4.75K.
  • FT Vest US Equity Buffer ETF December made up 1.1% of Strategic Asset Management's portfolio in Q3 2022, its #18 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Buffer ETF December in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's FT Vest US Equity Buffer ETF December position peaked at $997K in Q1 2022.
  • 57 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.