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WealthPLAN Partners’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

WealthPLAN Partners’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-115,909
Closed -$3.66M – 309
2024
Q1 		$3.66M Buy
+115,909
New +$3.58M 0.38% 82

Other funds holding GDEC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPLAN Partners's GDEC Position: Q2 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2024, closing a stake of 115,909 shares — an estimated $3.66M sold.

WealthPLAN Partners first reported a position in GDEC in Q1 2024 and held it in 1 quarter. The position peaked at $3.66M in Q1 2024. 52 funds tracked by Wall St. Rank hold GDEC as of Q2 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 115,909 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2024, an estimated $3.66M.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Moderate Buffer ETF December position peaked at $3.66M in Q1 2024.
  • 52 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.