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Evolution Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Evolution Wealth 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
2026
Q2 		$84K Sell
1,542
-80
-5% -$4.26K 0.05% 232
2026
Q1 		$80.6K Sell
1,622
-105
-6% -$5.36K 0.06% 196
2025
Q4 		$88.4K Sell
1,727
-8
-0.5% -$400 0.07% 181
2025
Q3 		$85.4K Hold
1,735
– – 0.09% 156
2025
Q2 		$81K Buy
+1,735
New +$76.4K 0.1% 135

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

Evolution Wealth Management's FDEC Position: Q2 2026 in Review

Evolution Wealth Management reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 4.9% in Q2 2026, selling an estimated $4.26K and leaving 1,542 shares worth $84K. The position accounts for 0.05% of the portfolio, ranked #232.

Evolution Wealth Management first reported a position in FDEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $88.4K in Q4 2025. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Evolution Wealth Management held 1,542 shares of FT Vest US Equity Buffer ETF December worth $84K as of Q2 2026.
  • Evolution Wealth Management sold 80 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $4.26K.
  • FT Vest US Equity Buffer ETF December made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #232 holding.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $88.4K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.