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Triad Wealth Partners’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Triad Wealth Partners’s Portfolio YDEC Stock Details YDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,516
Closed -$59.3K – 975
2024
Q2 		$59.3K Buy
+2,516
New +$59.1K 0.03% 203

Other funds holding YDEC

Commonwealth Equity Services
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Triad Wealth Partners's YDEC Position: Q3 2024 in Review

Triad Wealth Partners sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q3 2024, closing a stake of 2,516 shares — an estimated $59.3K sold.

Triad Wealth Partners first reported a position in YDEC in Q2 2024 and held it in 1 quarter. The position peaked at $59.3K in Q2 2024. 43 funds tracked by Wall St. Rank hold YDEC as of Q3 2024.

  • Triad Wealth Partners reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 2,516 FT Vest International Equity Moderate Buffer ETF December shares in Q3 2024, an estimated $59.3K.
  • Triad Wealth Partners first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FT Vest International Equity Moderate Buffer ETF December position peaked at $59.3K in Q2 2024.
  • 43 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.