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Grantvest Financial Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Grantvest Financial Group’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
Q1 		$1M Sell
20,195
-946
-4% -$48.3K 0.65% 32
2025
Q4 		$1.08M Sell
21,141
-837
-4% -$41.8K 0.69% 31
2025
Q3 		$1.08M Hold
21,978
– – 0.75% 31
2025
Q2 		$1.03M Sell
21,978
-1,201
-5% -$52.9K 0.76% 32
2025
Q1 		$1.01M Sell
23,179
-883
-4% -$39.5K 0.82% 30
2024
Q4 		$1.07M Buy
+24,062
New +$1.07M 1.2% 23

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Grantvest Financial Group's FDEC Position: Q1 2026 in Review

Grantvest Financial Group reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 4.5% in Q1 2026, selling an estimated $48.3K and leaving 20,195 shares worth $1M. The position accounts for 0.65% of the portfolio, ranked #32.

Grantvest Financial Group first reported a position in FDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • Grantvest Financial Group held 20,195 shares of FT Vest US Equity Buffer ETF December worth $1M as of Q1 2026.
  • Grantvest Financial Group sold 946 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $48.3K.
  • FT Vest US Equity Buffer ETF December made up 0.65% of Grantvest Financial Group's portfolio in Q1 2026, its #32 holding.
  • Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
  • Grantvest Financial Group's FT Vest US Equity Buffer ETF December position peaked at $1.08M in Q3 2025.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.