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 Q2	$872K	Sell	16,001 -33	-0.2%	-$1.76K	0.25%	76
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

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

DHJJ Financial Advisors's FDEC Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 0.21% in Q2 2026, selling an estimated $1.76K and leaving 16,001 shares worth $872K. The position accounts for 0.25% of the portfolio, ranked #76.

DHJJ Financial Advisors first reported a position in FDEC in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

DHJJ Financial Advisors held 16,001 shares of FT Vest US Equity Buffer ETF December worth $872K as of Q2 2026.
DHJJ Financial Advisors sold 33 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $1.76K.
FT Vest US Equity Buffer ETF December made up 0.25% of DHJJ Financial Advisors's portfolio in Q2 2026, its #76 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.