CAL
DECM

Capital Analysts LLC’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Capital Analysts LLC’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$379K Buy
11,593
+3,646
+46% +$120K 0.01% 511
2025
Q4 		$261K Sell
7,947
-809
-9% -$26.3K 0.01% 571
2025
Q3 		$282K Hold
8,756
– – 0.01% 533
2025
Q2 		$276K Hold
8,756
– – 0.01% 485
2025
Q1 		$268K Hold
8,756
– – 0.01% 476
2024
Q4 		$269K Buy
+8,756
New +$270K 0.01% 434

Other funds holding DECM

PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Capital Analysts LLC's DECM Position: Q1 2026 in Review

Capital Analysts LLC increased its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 46% in Q1 2026, buying an estimated $120K and bringing the position to 11,593 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #511.

Capital Analysts LLC first reported a position in DECM in Q4 2024 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold DECM as of Q1 2026.

  • Capital Analysts LLC held 11,593 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $379K as of Q1 2026.
  • Capital Analysts LLC bought 3,646 FT Vest U.S. Equity Max Buffer ETF - December shares in Q1 2026, an estimated $120K.
  • FT Vest U.S. Equity Max Buffer ETF - December made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #511 holding.
  • Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q4 2024 and has held it in 6 quarters since.
  • 37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.