AssetMark Inc
FDEC icon

AssetMark Inc’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

AssetMark Inc’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
Q3 		$18.2M Buy
324,658
+22,699
+8% +$1.26M 0.03% 397
2026
Q2 		$16.4M Buy
301,959
+19,996
+7% +$1.07M 0.03% 407
2026
Q1 		$14M Buy
281,963
+27,216
+11% +$1.39M 0.03% 426
2025
Q4 		$13M Buy
254,747
+31,752
+14% +$1.59M 0.03% 417
2025
Q3 		$11M Buy
222,995
+24,687
+12% +$1.18M 0.02% 430
2025
Q2 		$9.25M Buy
198,308
+48,877
+33% +$2.15M 0.02% 431
2025
Q1 		$6.49M Buy
149,431
+41,646
+39% +$1.86M 0.02% 448
2024
Q4 		$4.8M Buy
107,785
+38,633
+56% +$1.71M 0.01% 512
2024
Q3 		$3.03M Buy
69,152
+45,800
+196% +$1.97M 0.01% 560
2024
Q2 		$994K Buy
+23,352
New +$969K ﹤0.01% 768

Other funds holding FDEC

MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
NovaPoint Capital
NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc's FDEC Position: Q3 2026 in Review

AssetMark Inc increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 7.5% in Q3 2026, buying an estimated $1.26M and bringing the position to 324,658 shares worth $18.2M. The position accounts for 0.03% of the portfolio, ranked #397.

AssetMark Inc first reported a position in FDEC in Q2 2024 and has held it in 10 quarters since. 55 funds tracked by Wall St. Rank hold FDEC as of Q3 2026.

  • AssetMark Inc held 324,658 shares of FT Vest US Equity Buffer ETF December worth $18.2M as of Q3 2026.
  • AssetMark Inc bought 22,699 FT Vest US Equity Buffer ETF December shares in Q3 2026, an estimated $1.26M.
  • FT Vest US Equity Buffer ETF December made up 0.03% of AssetMark Inc's portfolio in Q3 2026, its #397 holding.
  • AssetMark Inc first reported a position in FT Vest US Equity Buffer ETF December in Q2 2024 and has held it in 10 quarters since.
  • 55 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.