Action Point Financial Planning’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Action Point Financial 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
2026 Q2	$512K	Buy	+9,398	New	+$501K	0.05%	259

Other funds holding FDEC

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Action Point Financial Planning's FDEC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026: 9,398 shares worth $512K. The stake represents 0.05% of the portfolio and ranks #259 among its holdings.

148 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Action Point Financial Planning held 9,398 shares of FT Vest US Equity Buffer ETF December worth $512K as of Q2 2026.
FT Vest US Equity Buffer ETF December was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #259 holding.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.