Harvest Investment Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Harvest Investment Services’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	$4.41M	Buy	81,004 +1,361	+2%	+$72.5K	0.68%	36
2026 Q1	$3.96M	Buy	79,643 +14,655	+23%	+$748K	0.72%	36
2025 Q4	$3.33M	Buy	64,988 +27,985	+76%	+$1.4M	0.63%	44
2025 Q3	$1.82M	Sell	37,003 -15,642	-30%	-$749K	0.37%	82
2025 Q2	$2.46M	Sell	52,645 -3,395	-6%	-$150K	0.55%	41
2025 Q1	$2.43M	Buy	56,040 +4,163	+8%	+$186K	0.68%	30
2024 Q4	$2.31M	Buy	51,877 +25,308	+95%	+$1.12M	0.57%	50
2024 Q3	$1.16M	Sell	26,569 -837	-3%	-$36K	0.37%	74
2024 Q2	$1.17M	Sell	27,406 -6	-0%	-$249	0.46%	54
2024 Q1	$1.13M	Buy	27,412 +9,189	+50%	+$368K	0.45%	61
2023 Q4	$709K	Buy	+18,223	New	+$666K	0.33%	86

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 22.9% 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

Harvest Investment Services's FDEC Position: Q2 2026 in Review

Harvest Investment Services increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 1.7% in Q2 2026, buying an estimated $72.5K and bringing the position to 81,004 shares worth $4.41M. The position accounts for 0.68% of the portfolio, ranked #36.

Harvest Investment Services first reported a position in FDEC in Q4 2023 and has held it in 11 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Harvest Investment Services held 81,004 shares of FT Vest US Equity Buffer ETF December worth $4.41M as of Q2 2026.
Harvest Investment Services bought 1,361 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $72.5K.
FT Vest US Equity Buffer ETF December made up 0.68% of Harvest Investment Services's portfolio in Q2 2026, its #36 holding.
Harvest Investment Services first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.