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UMB Bank’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

UMB Bank’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
2024
Q4 		– Sell
-2,208
Closed -$96.7K – 2101
2024
Q3 		$96.7K Buy
+2,208
New +$94.9K ﹤0.01% 710

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UMB Bank's FDEC Position: Q4 2024 in Review

UMB Bank sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2024, closing a stake of 2,208 shares — an estimated $96.7K sold.

UMB Bank first reported a position in FDEC in Q3 2024 and held it in 1 quarter. The position peaked at $96.7K in Q3 2024. 135 funds tracked by Wall St. Rank hold FDEC as of Q4 2024.

  • UMB Bank reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 2,208 FT Vest US Equity Buffer ETF December shares in Q4 2024, an estimated $96.7K.
  • UMB Bank first reported a position in FT Vest US Equity Buffer ETF December in Q3 2024 and held it in 1 quarter.
  • UMB Bank's FT Vest US Equity Buffer ETF December position peaked at $96.7K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.