Cornerstone Planning Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-3,038	Closed	-$166K	–	675
2026 Q2	$166K	Hold	3,038	–	–	0.02%	190
2026 Q1	$162K	Hold	3,038	–	–	0.02%	185
2025 Q4	$157K	Hold	3,038	–	–	0.02%	160
2025 Q3	$151K	Sell	3,038 -190	-6%	-$9.1K	0.02%	164
2025 Q2	$152K	Sell	3,228 -210	-6%	-$9.25K	0.03%	104
2025 Q1	$145K	Hold	3,438	–	–	0.03%	110
2024 Q4	$156K	Hold	3,438	–	–	0.04%	88
2024 Q3	$152K	Hold	3,438	–	–	0.04%	89
2024 Q2	$142K	Buy	+3,438	New	+$143K	0.04%	107

Other funds holding FDEC

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Cornerstone Planning Group's FDEC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2026, closing a stake of 3,038 shares — an estimated $166K sold.

Cornerstone Planning Group first reported a position in FDEC in Q2 2024 and held it in 9 quarters. The position peaked at $166K in Q2 2026. 39 funds tracked by Wall St. Rank hold FDEC as of Q3 2026.

Cornerstone Planning Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 3,038 FT Vest US Equity Buffer ETF December shares in Q3 2026, an estimated $166K.
Cornerstone Planning Group first reported a position in FT Vest US Equity Buffer ETF December in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's FT Vest US Equity Buffer ETF December position peaked at $166K in Q2 2026.
39 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.