Fund Insights
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See what stocks and ETFs funds are collectively bullish/bearish on
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Explore the largest stock and ETF buys and sells made by funds
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Gain insights from the world's largest funds and super investors
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See what stocks research analysts are collectively bullish/bearish on
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Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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SFWA
Summit Financial Wealth Advisors’s
FT Vest US Equity Buffer ETF December
FDEC
Stock Holding History
Summit Financial Wealth Advisors’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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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