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Griffith & Werner’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Griffith & Werner’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 		$27.1M Buy
497,699
+11,259
+2% +$600K 12.7% 1
2026
Q1 		$24.2M Sell
486,440
-156,997
-24% -$8.01M 11.98% 1
2025
Q4 		$32.9M Sell
643,437
-10,151
-2% -$508K 16.77% 1
2025
Q3 		$32.7M Buy
+653,588
New +$31.3M 16.93% 1
2025
Q1 		$24.2M Buy
558,364
+39,421
+8% +$1.76M 15.07% 1
2024
Q4 		$23.1M Buy
+518,943
New +$23M 15.27% 1

Other funds holding FDEC

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
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Griffith & Werner's FDEC Position: Q2 2026 in Review

Griffith & Werner increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 2.3% in Q2 2026, buying an estimated $600K and bringing the position to 497,699 shares worth $27.1M. The position accounts for 12.7% of the portfolio, ranked #1.

Griffith & Werner first reported a position in FDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.9M in Q4 2025. 63 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Griffith & Werner held 497,699 shares of FT Vest US Equity Buffer ETF December worth $27.1M as of Q2 2026.
  • Griffith & Werner bought 11,259 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $600K.
  • FT Vest US Equity Buffer ETF December made up 12.7% of Griffith & Werner's portfolio in Q2 2026, its #1 holding.
  • Griffith & Werner first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
  • Griffith & Werner's FT Vest US Equity Buffer ETF December position peaked at $32.9M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.