EP Wealth Advisors’s FT Vest Growth-100 Buffer ETF December QDEC Stock Holding History

EP Wealth Advisors’s Portfolio QDEC Stock Details QDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$117K	Buy	+3,975	New	+$108K	﹤0.01%	1357

Other funds holding QDEC

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

EP Wealth Advisors's QDEC Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in FT Vest Growth-100 Buffer ETF December (QDEC) in Q2 2025: 3,975 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings.

98 funds tracked by Wall St. Rank hold QDEC as of Q2 2025.

EP Wealth Advisors held 3,975 shares of FT Vest Growth-100 Buffer ETF December worth $117K as of Q2 2025.
FT Vest Growth-100 Buffer ETF December was a new EP Wealth Advisors position in Q2 2025.
FT Vest Growth-100 Buffer ETF December made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1357 holding.
98 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF December as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.