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

HCA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

RJFSA

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

Summit Wealth Partners's FDEC Position: Q3 2023 in Review

Summit Wealth Partners sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2023, closing a stake of 7,682 shares — an estimated $277K sold.

Summit Wealth Partners first reported a position in FDEC in Q1 2022 and held it in 6 quarters. The position peaked at $277K in Q2 2023. 70 funds tracked by Wall St. Rank hold FDEC as of Q3 2023.

Summit Wealth Partners reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2023 after selling out during the quarter.
Summit Wealth Partners sold 7,682 FT Vest US Equity Buffer ETF December shares in Q3 2023, an estimated $277K.
Summit Wealth Partners first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and held it in 6 quarters.
Summit Wealth Partners's FT Vest US Equity Buffer ETF December position peaked at $277K in Q2 2023.
70 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2023.

Based on Summit Wealth Partners's 13F filing for Q3 2023, filed 11 Sep 2024.