Avidian Wealth Enterprises’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Avidian Wealth Enterprises’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	$291K	Hold	5,188	–	–	0.01%	614
2026 Q2	$283K	Hold	5,188	–	–	0.01%	612
2026 Q1	$258K	Hold	5,188	–	–	0.01%	573
2025 Q4	$266K	Hold	5,188	–	–	0.01%	495
2025 Q3	$255K	Sell	5,188 -1,410	-21%	-$67.5K	0.01%	500
2025 Q2	$308K	Hold	6,598	–	–	0.01%	436
2025 Q1	$286K	Hold	6,598	–	–	0.01%	432
2024 Q4	$294K	Hold	6,598	–	–	0.01%	399
2024 Q3	$289K	Hold	6,598	–	–	0.01%	403
2024 Q2	$281K	Hold	6,598	–	–	0.01%	403
2024 Q1	$272K	Hold	6,598	–	–	0.01%	375
2023 Q4	$257K	Buy	+6,598	New	+$241K	0.02%	369

Other funds holding FDEC

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SHFL

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Avidian Wealth Enterprises's FDEC Position: Q3 2026 in Review

Avidian Wealth Enterprises held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q3 2026 at 5,188 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #614.

Avidian Wealth Enterprises first reported a position in FDEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $308K in Q2 2025. 26 funds tracked by Wall St. Rank hold FDEC as of Q3 2026.

Avidian Wealth Enterprises held 5,188 shares of FT Vest US Equity Buffer ETF December worth $291K as of Q3 2026.
Avidian Wealth Enterprises left its FT Vest US Equity Buffer ETF December share count unchanged in Q3 2026.
FT Vest US Equity Buffer ETF December made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #614 holding.
Avidian Wealth Enterprises first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and has held it in 12 quarters since.
Avidian Wealth Enterprises's FT Vest US Equity Buffer ETF December position peaked at $308K in Q2 2025.
26 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.