Cwm LLC Increases Stake in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December

On October 21, 2024, it was reported that Cwm LLC has increased its investment in the FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December (BATS:XDEC) by 26.3% during the third quarter. This growth was revealed in the firm's recent 13F filing with the SEC, showing that Cwm LLC now owns a total of 9,817 shares in the ETF after purchasing an additional 2,043 shares during the quarter. The value of Cwm LLC's holdings in the FT Vest U.S. Equity ETF stood at approximately $361,000 as of the latest filing.

Several other institutional investors have also adjusted their positions in the FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December. Wealthcare Advisory Partners LLC increased its stake by 37.5% in the first quarter, bringing its total to 12,448 shares, valued at around $439,000 after acquiring an additional 3,395 shares. Meanwhile, B. Riley Wealth Advisors Inc. initiated a new investment in the ETF worth $251,000. Avantax Advisory Services Inc. raised its holdings by 4.6% during the same period, owning 10,546 shares valued at $372,000 after buying an additional 463 shares. Additionally, Cetera Investment Advisers made a significant increase of 151.3% to its stake, owning 335,557 shares valued at $11,832,000 after acquiring 202,020 shares. Lastly, First Heartland Consultants Inc. added to its position by 5.8%, owning 33,034 shares worth approximately $1,192,000 after purchasing another 1,803 shares in the second quarter.

FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December Stock Overview

The FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December was listed at $36.93 at the start of trading on Monday. The stock's fifty-day moving average price is noted to be $36.59, while its two-hundred-day moving average price stands at $35.99. The ETF enjoys a market capitalization of $385.18 million, a price-to-earnings ratio of 23.04, and a beta of 0.31, indicating its risk relative to the broader market.

Profile of FT Vest U.S. Equity Enhance & Moderate Buffer ETF – December

(Free Report)

The FT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF – December (XDEC) is an exchange-traded fund primarily focused on large-cap equity investments. The fund aims to outperform the SPY ETF by approximately 2x on positive price returns while trying to manage specific buffered losses and capped gains throughout a designated holding period.

investment, ETF, finance