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Capital Analysts LLC’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Capital Analysts LLC’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 		$119K Sell
2,200
-152
-6% -$8.1K ﹤0.01% 794
2026
Q1 		$117K Sell
2,352
-75
-3% -$3.83K ﹤0.01% 757
2025
Q4 		$125K Sell
2,427
-192
-7% -$9.6K ﹤0.01% 719
2025
Q3 		$129K Buy
2,619
+179
+7% +$8.57K ﹤0.01% 672
2025
Q2 		$114K Sell
2,440
-171
-7% -$7.53K ﹤0.01% 633
2025
Q1 		$113K Sell
2,611
-11,578
-82% -$518K ﹤0.01% 617
2024
Q4 		$632K Sell
14,189
-343
-2% -$15.2K 0.03% 306
2024
Q3 		$636K Sell
14,532
-38,671
-73% -$1.66M 0.03% 295
2024
Q2 		$2.26M Buy
53,203
+2,172
+4% +$90.1K 0.1% 165
2024
Q1 		$2.1M Buy
51,031
+11,664
+30% +$468K 0.1% 161
2023
Q4 		$1.53M Buy
+39,367
New +$1.44M 0.08% 187
2023
Q2 		– Sell
-387
Closed -$13K – 1007
2023
Q1 		$13K Sell
387
-3,823
-91% -$126K ﹤0.01% 779
2022
Q4 		$134K Buy
4,210
+630
+18% +$19.9K 0.01% 444
2022
Q3 		$106K Hold
3,580
– – 0.01% 434
2022
Q2 		$109K Buy
+3,580
New +$114K 0.01% 418

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Capital Analysts LLC's FDEC Position: Q2 2026 in Review

Capital Analysts LLC reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 6.5% in Q2 2026, selling an estimated $8.1K and leaving 2,200 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Capital Analysts LLC first reported a position in FDEC in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q2 2024. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Capital Analysts LLC held 2,200 shares of FT Vest US Equity Buffer ETF December worth $119K as of Q2 2026.
  • Capital Analysts LLC sold 152 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $8.1K.
  • FT Vest US Equity Buffer ETF December made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #794 holding.
  • Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF December in Q2 2022 and has held it in 15 quarters since.
  • Capital Analysts LLC's FT Vest US Equity Buffer ETF December position peaked at $2.26M in Q2 2024.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.