Gallagher Fiduciary Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Gallagher Fiduciary Advisors’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	–	Sell	-17,995	Closed	-$895K	–	360
2026 Q1	$895K	Sell	17,995 -1,352	-7%	-$69K	0.03%	83
2025 Q4	$990K	Buy	19,347 +4,954	+34%	+$248K	0.03%	99
2025 Q3	$709K	Sell	14,393 -220	-2%	-$10.5K	0.03%	109
2025 Q2	$682K	Buy	14,613 +4,636	+46%	+$204K	0.03%	134
2025 Q1	$433K	Buy	9,977 +5,271	+112%	+$236K	0.01%	176
2024 Q4	$210K	Buy	+4,706	New	+$209K	0.04%	275

Other funds holding FDEC

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Gallagher Fiduciary Advisors's FDEC Position: Q2 2026 in Review

Gallagher Fiduciary Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 17,995 shares — an estimated $895K sold.

Gallagher Fiduciary Advisors first reported a position in FDEC in Q4 2024 and held it in 6 quarters. The position peaked at $990K in Q4 2025. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Gallagher Fiduciary Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 17,995 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $895K.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and held it in 6 quarters.
Gallagher Fiduciary Advisors's FT Vest US Equity Buffer ETF December position peaked at $990K in Q4 2025.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.