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Summit Wealth Partners’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

Summit Wealth Partners’s Portfolio QDEC Stock Details QDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,337
Closed -$382K – 230
2024
Q3 		$382K Sell
14,337
-7,169
-33% -$187K 0.07% 162
2024
Q2 		$560K Sell
21,506
-674
-3% -$16.9K 0.12% 125
2024
Q1 		$551K Buy
22,180
+5,455
+33% +$133K 0.12% 122
2023
Q4 		$396K Buy
16,725
+3,372
+25% +$78.1K 0.09% 136
2023
Q3 		$302K Buy
+13,353
New +$301K 0.08% 140

Other funds holding QDEC

SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Summit Wealth Partners's QDEC Position: Q4 2024 in Review

Summit Wealth Partners sold out of FT Vest Growth-100 Buffer ETF December (QDEC) in Q4 2024, closing a stake of 14,337 shares — an estimated $382K sold.

Summit Wealth Partners first reported a position in QDEC in Q3 2023 and held it in 5 quarters. The position peaked at $560K in Q2 2024. 85 funds tracked by Wall St. Rank hold QDEC as of Q4 2024.

  • Summit Wealth Partners reported no remaining FT Vest Growth-100 Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 14,337 FT Vest Growth-100 Buffer ETF December shares in Q4 2024, an estimated $382K.
  • Summit Wealth Partners first reported a position in FT Vest Growth-100 Buffer ETF December in Q3 2023 and held it in 5 quarters.
  • Summit Wealth Partners's FT Vest Growth-100 Buffer ETF December position peaked at $560K in Q2 2024.
  • 85 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.