Zimmermann Investment Management & Planning’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Zimmermann Investment Management & Planning’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 Q2	–	Sell	-55,139	Closed	-$1.86M	–	109
2023 Q1	$1.86M	Buy	55,139 +5,071	+10%	+$167K	0.97%	32
2022 Q4	$1.59M	Buy	+50,068	New	+$1.58M	0.92%	29

Other funds holding FDEC

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Zimmermann Investment Management & Planning's FDEC Position: Q2 2023 in Review

Zimmermann Investment Management & Planning sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2023, closing a stake of 55,139 shares — an estimated $1.86M sold.

Zimmermann Investment Management & Planning first reported a position in FDEC in Q4 2022 and held it in 2 quarters. The position peaked at $1.86M in Q1 2023. 77 funds tracked by Wall St. Rank hold FDEC as of Q2 2023.

Zimmermann Investment Management & Planning reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 55,139 FT Vest US Equity Buffer ETF December shares in Q2 2023, an estimated $1.86M.
Zimmermann Investment Management & Planning first reported a position in FT Vest US Equity Buffer ETF December in Q4 2022 and held it in 2 quarters.
Zimmermann Investment Management & Planning's FT Vest US Equity Buffer ETF December position peaked at $1.86M in Q1 2023.
77 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2023, filed 13 Jul 2023.