EP Wealth Advisors’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History
Bought
Maintained
Sold
Other funds holding YDEC
OAJ
LIA
HI
EP Wealth Advisors's YDEC Position: Q1 2026 in Review
EP Wealth Advisors reduced its FT Vest International Equity Moderate Buffer ETF December (YDEC) stake by 7.4% in Q1 2026, selling an estimated $20.4K and leaving 9,550 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.
EP Wealth Advisors first reported a position in YDEC in Q2 2025 and has held it in 3 quarters since. The position peaked at $309K in Q2 2025. 61 funds tracked by Wall St. Rank hold YDEC as of Q1 2026.
- EP Wealth Advisors held 9,550 shares of FT Vest International Equity Moderate Buffer ETF December worth $251K as of Q1 2026.
- EP Wealth Advisors sold 765 FT Vest International Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $20.4K.
- FT Vest International Equity Moderate Buffer ETF December made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1272 holding.
- EP Wealth Advisors first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q2 2025 and has held it in 3 quarters since.
- EP Wealth Advisors's FT Vest International Equity Moderate Buffer ETF December position peaked at $309K in Q2 2025.
- 61 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.