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 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

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

Griffith & Werner Canton, Georgia $202M AUM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

MOS

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Capital Analysts LLC reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 3.1% in Q1 2026, selling an estimated $3.83K and leaving 2,352 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Capital Analysts LLC first reported a position in FDEC in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q2 2024. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

Capital Analysts LLC held 2,352 shares of FT Vest US Equity Buffer ETF December worth $117K as of Q1 2026.
Capital Analysts LLC sold 75 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $3.83K.
FT Vest US Equity Buffer ETF December made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #757 holding.
Capital Analysts LLC first reported a position in FT Vest US Equity Buffer ETF December in Q2 2022 and has held it in 14 quarters since.
Capital Analysts LLC's FT Vest US Equity Buffer ETF December position peaked at $2.26M in Q2 2024.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

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