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

Cornerstone Wealth’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 		$221K Sell
4,035
-400
-9% -$21.3K 0.11% 93
2026
Q1 		$234K Buy
+4,435
New +$226K 0.13% 86

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

Cornerstone Wealth's FDEC Position: Q2 2026 in Review

Cornerstone Wealth reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 9% in Q2 2026, selling an estimated $21.3K and leaving 4,035 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #93.

Cornerstone Wealth first reported a position in FDEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $234K in Q1 2026. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Cornerstone Wealth held 4,035 shares of FT Vest US Equity Buffer ETF December worth $221K as of Q2 2026.
  • Cornerstone Wealth sold 400 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $21.3K.
  • FT Vest US Equity Buffer ETF December made up 0.11% of Cornerstone Wealth's portfolio in Q2 2026, its #93 holding.
  • Cornerstone Wealth first reported a position in FT Vest US Equity Buffer ETF December in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Wealth's FT Vest US Equity Buffer ETF December position peaked at $234K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.