WealthSource Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

WealthSource Partners’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
2023 Q4	$3.02M	Buy	+77,336	New	+$2.83M	0.2%	86

Other funds holding FDEC

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WealthSource Partners's FDEC Position: Q4 2023 in Review

WealthSource Partners opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q4 2023: 77,336 shares worth $3.02M. The stake represents 0.2% of the portfolio and ranks #86 among its holdings.

122 funds tracked by Wall St. Rank hold FDEC as of Q4 2023.

WealthSource Partners held 77,336 shares of FT Vest US Equity Buffer ETF December worth $3.02M as of Q4 2023.
FT Vest US Equity Buffer ETF December was a new WealthSource Partners position in Q4 2023.
FT Vest US Equity Buffer ETF December made up 0.2% of WealthSource Partners's portfolio in Q4 2023, its #86 holding.
122 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.