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DHJJ Financial Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

DHJJ Financial Advisors’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 		$797K Sell
16,034
-222
-1% -$11.3K 0.26% 72
2025
Q4 		$832K Buy
16,256
+540
+3% +$27K 0.28% 71
2025
Q3 		$774K Sell
15,716
-375
-2% -$18K 0.26% 74
2025
Q2 		$751K Sell
16,091
-250
-2% -$11K 0.27% 73
2025
Q1 		$709K Sell
16,341
-325
-2% -$14.5K 0.29% 64
2024
Q4 		$743K Sell
16,666
-110
-0.7% -$4.88K 0.29% 64
2024
Q3 		$734K Sell
16,776
-425
-2% -$18.3K 0.29% 63
2024
Q2 		$732K Sell
17,201
-427
-2% -$17.7K 0.31% 63
2024
Q1 		$726K Buy
17,628
+3,864
+28% +$155K 0.32% 57
2023
Q4 		$537K Buy
13,764
+4,788
+53% +$175K 0.25% 71
2023
Q3 		$316K Hold
8,976
– – 0.16% 98
2023
Q2 		$323K Hold
8,976
– – 0.17% 106
2023
Q1 		$302K Buy
8,976
+2,610
+41% +$85.8K 0.16% 109
2022
Q4 		$277K Buy
+6,366
New +$201K 0.16% 113

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $4.98B AUM 22.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

DHJJ Financial Advisors's FDEC Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 1.4% in Q1 2026, selling an estimated $11.3K and leaving 16,034 shares worth $797K. The position accounts for 0.26% of the portfolio, ranked #72.

DHJJ Financial Advisors first reported a position in FDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $832K in Q4 2025. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • DHJJ Financial Advisors held 16,034 shares of FT Vest US Equity Buffer ETF December worth $797K as of Q1 2026.
  • DHJJ Financial Advisors sold 222 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $11.3K.
  • FT Vest US Equity Buffer ETF December made up 0.26% of DHJJ Financial Advisors's portfolio in Q1 2026, its #72 holding.
  • DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
  • DHJJ Financial Advisors's FT Vest US Equity Buffer ETF December position peaked at $832K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.