BAM Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

BAM Wealth Management’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	–	Sell	-90,718	Closed	-$4.51M	–	173
2026 Q1	$4.51M	Sell	90,718 -12,173	-12%	-$621K	3.37%	4
2025 Q4	$5.27M	Buy	102,891 +9,288	+10%	+$464K	3.81%	2
2025 Q3	$4.61M	Buy	+93,603	New	+$4.48M	3.57%	5

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

MOS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

BAM Wealth Management's FDEC Position: Q2 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 90,718 shares — an estimated $4.51M sold.

BAM Wealth Management first reported a position in FDEC in Q3 2025 and held it in 3 quarters. The position peaked at $5.27M in Q4 2025. 83 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

BAM Wealth Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
BAM Wealth Management sold 90,718 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $4.51M.
BAM Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q3 2025 and held it in 3 quarters.
BAM Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $5.27M in Q4 2025.
83 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.