Carson Wealth (CWM LLC)
FDEC icon

Carson Wealth (CWM LLC)’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Carson Wealth (CWM 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 		$16.6M Sell
332,868
-32,877
-9% -$1.68M 0.04% 390
2025
Q4 		$18.7M Sell
365,745
-6,605
-2% -$330K 0.05% 341
2025
Q3 		$18.3M Sell
372,350
-6,516
-2% -$312K 0.06% 293
2025
Q2 		$17.7M Sell
378,866
-2,056
-0.5% -$90.6K 0.06% 267
2025
Q1 		$16.5M Sell
380,922
-10,322
-3% -$462K 0.07% 251
2024
Q4 		$17.4M Buy
391,244
+53,727
+16% +$2.38M 0.07% 230
2024
Q3 		$14.8M Sell
337,517
-15,487
-4% -$665K 0.06% 248
2024
Q2 		$15M Sell
353,004
-11,853
-3% -$492K 0.07% 237
2024
Q1 		$15M Sell
364,857
-19,239
-5% -$771K 0.07% 235
2023
Q4 		$15M Buy
384,096
+207,560
+118% +$7.59M 0.08% 222
2023
Q3 		$6.21M Sell
176,536
-1,538
-0.9% -$55.6K 0.04% 328
2023
Q2 		$6.42M Buy
178,074
+7,088
+4% +$244K 0.04% 302
2023
Q1 		$5.76M Buy
170,986
+109,854
+180% +$3.61M 0.04% 295
2022
Q4 		$1.94M Buy
+61,132
New +$1.93M 0.01% 457

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FDEC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 9% in Q1 2026, selling an estimated $1.68M and leaving 332,868 shares worth $16.6M. The position accounts for 0.04% of the portfolio, ranked #390.

Carson Wealth (CWM LLC) first reported a position in FDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.7M in Q4 2025. 153 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 332,868 shares of FT Vest US Equity Buffer ETF December worth $16.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 32,877 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $1.68M.
  • FT Vest US Equity Buffer ETF December made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #390 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest US Equity Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest US Equity Buffer ETF December position peaked at $18.7M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.