Summit Financial Wealth Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Hold
2025
Q2
$418K Hold
2025
Q1
$389K Hold
2024
Q4
$404K Buy
2023
Q2
Sell
2023
Q1
$224K Buy
2022
Q4
Sell
2022
Q3
$14.4M Buy
2022
Q2
$14.6M Sell
2022
Q1
$15.7M Buy