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

Summit Wealth Partners’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 Q3	–	Sell	-7,682	Closed	-$277K	–	188
2023 Q2	$277K	Hold	7,682	–	–	0.07%	155
2023 Q1	$259K	Sell	7,682 -100	-1%	-$3.29K	0.07%	159
2022 Q4	$247K	Hold	7,782	–	–	0.07%	156
2022 Q3	$231K	Hold	7,782	–	–	0.07%	143
2022 Q2	$237K	Hold	7,782	–	–	0.06%	145
2022 Q1	$265K	Buy	+7,782	New	+$262K	0.06%	142

Other funds holding FDEC

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Truist Financial

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services

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

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

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

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

Global Retirement Partners San Rafael, California $5.64B AUM

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return