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 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

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

Cornerstone Planning Group's FDEC Position: Q1 2026 in Review

Cornerstone Planning Group held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q1 2026 at 3,038 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #185.

Cornerstone Planning Group first reported a position in FDEC in Q2 2024 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

Cornerstone Planning Group held 3,038 shares of FT Vest US Equity Buffer ETF December worth $162K as of Q1 2026.
Cornerstone Planning Group left its FT Vest US Equity Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF December made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #185 holding.
Cornerstone Planning Group first reported a position in FT Vest US Equity Buffer ETF December in Q2 2024 and has held it in 8 quarters since.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.