BlueChip Wealth Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

BlueChip Wealth Advisors’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
2025 Q3	–	Sell	-20,000	Closed	-$933K	–	163
2025 Q2	$933K	Buy	20,000 +3,360	+20%	+$148K	0.42%	53
2025 Q1	$722K	Hold	16,640	–	–	0.35%	64
2024 Q4	$742K	Sell	16,640 -2,560	-13%	-$114K	0.41%	51
2024 Q3	$841K	Hold	19,200	–	–	0.44%	48
2024 Q2	$817K	Hold	19,200	–	–	0.48%	47
2024 Q1	$791K	Hold	19,200	–	–	0.51%	43
2023 Q4	$749K	Buy	+19,200	New	+$702K	0.52%	46

Other funds holding FDEC

Griffith & Werner Canton, Georgia $202M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

BlueChip Wealth Advisors's FDEC Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2025, closing a stake of 20,000 shares — an estimated $933K sold.

BlueChip Wealth Advisors first reported a position in FDEC in Q4 2023 and held it in 7 quarters. The position peaked at $933K in Q2 2025. 138 funds tracked by Wall St. Rank hold FDEC as of Q3 2025.

BlueChip Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2025 after selling out during the quarter.
BlueChip Wealth Advisors sold 20,000 FT Vest US Equity Buffer ETF December shares in Q3 2025, an estimated $933K.
BlueChip Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and held it in 7 quarters.
BlueChip Wealth Advisors's FT Vest US Equity Buffer ETF December position peaked at $933K in Q2 2025.
138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.