Capasso Planning Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Capasso Planning Partners’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	$236K	Hold	4,337	–	–	0.12%	75
2026 Q1	$216K	Hold	4,337	–	–	0.12%	71
2025 Q4	$222K	Sell	4,337 -3	-0.1%	-$150	0.12%	74
2025 Q3	$214K	Sell	4,340 -2,880	-40%	-$138K	0.13%	69
2025 Q2	$337K	Sell	7,220 -29	-0.4%	-$1.28K	0.19%	61
2025 Q1	$315K	Sell	7,249 -2	-0%	-$89	0.13%	84
2024 Q4	$323K	Buy	+7,251	New	+$322K	0.13%	88

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

Schulz Wealth Mansfield, Texas $194M AUM

Capasso Planning Partners's FDEC Position: Q2 2026 in Review

Capasso Planning Partners held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q2 2026 at 4,337 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #75.

Capasso Planning Partners first reported a position in FDEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $337K in Q2 2025. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Capasso Planning Partners held 4,337 shares of FT Vest US Equity Buffer ETF December worth $236K as of Q2 2026.
Capasso Planning Partners left its FT Vest US Equity Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.12% of Capasso Planning Partners's portfolio in Q2 2026, its #75 holding.
Capasso Planning Partners first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and has held it in 7 quarters since.
Capasso Planning Partners's FT Vest US Equity Buffer ETF December position peaked at $337K in Q2 2025.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.