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Evergreen Wealth Solutions’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Evergreen Wealth Solutions’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 		$407K Sell
7,297
-37
-0.5% -$1.97K 0.02% 368
2026
Q1 		$365K Buy
7,334
+3,090
+73% +$158K 0.03% 294
2025
Q4 		$217K Buy
+4,244
New +$212K 0.03% 204

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Evergreen Wealth Solutions's FDEC Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 0.5% in Q2 2026, selling an estimated $1.97K and leaving 7,297 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #368.

Evergreen Wealth Solutions first reported a position in FDEC in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Evergreen Wealth Solutions held 7,297 shares of FT Vest US Equity Buffer ETF December worth $407K as of Q2 2026.
  • Evergreen Wealth Solutions sold 37 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $1.97K.
  • FT Vest US Equity Buffer ETF December made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #368 holding.
  • Evergreen Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.