VisionPoint Advisory Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-325	Closed	-$13.8K	–	421
2024 Q2	$13.8K	Hold	325	–	–	﹤0.01%	456
2024 Q1	$13.4K	Hold	325	–	–	﹤0.01%	433
2023 Q4	$12.7K	Buy	+325	New	+$11.9K	﹤0.01%	397
2023 Q3	–	Sell	-325	Closed	-$11.7K	–	728
2023 Q2	$11.7K	Buy	+325	New	+$11.2K	﹤0.01%	382

Other funds holding FDEC

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 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

RJFSA

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

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

VisionPoint Advisory Group's FDEC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2024, closing a stake of 325 shares — an estimated $13.8K sold.

VisionPoint Advisory Group first reported a position in FDEC in Q2 2023 and held it in 4 quarters. The position peaked at $13.8K in Q2 2024. 116 funds tracked by Wall St. Rank hold FDEC as of Q3 2024.

VisionPoint Advisory Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 325 FT Vest US Equity Buffer ETF December shares in Q3 2024, an estimated $13.8K.
VisionPoint Advisory Group first reported a position in FT Vest US Equity Buffer ETF December in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's FT Vest US Equity Buffer ETF December position peaked at $13.8K in Q2 2024.
116 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.