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Encompass More Asset Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Encompass More Asset Management’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
2025
Q2 		– Sell
-4,991
Closed -$217K – 224
2025
Q1 		$217K Sell
4,991
-113
-2% -$5.05K 0.06% 174
2024
Q4 		$228K Buy
5,104
+384
+8% +$17K 0.08% 173
2024
Q3 		$207K Buy
+4,720
New +$203K 0.08% 175

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Encompass More Asset Management's FDEC Position: Q2 2025 in Review

Encompass More Asset Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2025, closing a stake of 4,991 shares — an estimated $217K sold.

Encompass More Asset Management first reported a position in FDEC in Q3 2024 and held it in 3 quarters. The position peaked at $228K in Q4 2024. 139 funds tracked by Wall St. Rank hold FDEC as of Q2 2025.

  • Encompass More Asset Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2025 after selling out during the quarter.
  • Encompass More Asset Management sold 4,991 FT Vest US Equity Buffer ETF December shares in Q2 2025, an estimated $217K.
  • Encompass More Asset Management first reported a position in FT Vest US Equity Buffer ETF December in Q3 2024 and held it in 3 quarters.
  • Encompass More Asset Management's FT Vest US Equity Buffer ETF December position peaked at $228K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2025.

Based on Encompass More Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.