CX Institutional’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

CX Institutional’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	$22K	Hold	393	–	–	﹤0.01%	1206
2026 Q2	$21K	Hold	393	–	–	﹤0.01%	1163
2026 Q1	$20K	Buy	+393	New	+$20.1K	﹤0.01%	1126

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

CX Institutional's FDEC Position: Q3 2026 in Review

CX Institutional held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q3 2026 at 393 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

CX Institutional first reported a position in FDEC in Q1 2026 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold FDEC as of Q3 2026.

CX Institutional held 393 shares of FT Vest US Equity Buffer ETF December worth $22K as of Q3 2026.
CX Institutional left its FT Vest US Equity Buffer ETF December share count unchanged in Q3 2026.
FT Vest US Equity Buffer ETF December made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1206 holding.
CX Institutional first reported a position in FT Vest US Equity Buffer ETF December in Q1 2026 and has held it in 3 quarters since.
39 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.