HBW Advisory Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

HBW Advisory 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
2025 Q3	–	Sell	-4,974	Closed	-$232K	–	422
2025 Q2	$232K	Hold	4,974	–	–	0.03%	363
2025 Q1	$216K	Hold	4,974	–	–	0.03%	358
2024 Q4	$222K	Buy	+4,974	New	+$221K	0.02%	345

Other funds holding FDEC

Griffith & Werner Canton, Georgia $213M AUM 22.91% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

HBW Advisory Services's FDEC Position: Q3 2025 in Review

HBW Advisory Services sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2025, closing a stake of 4,974 shares — an estimated $232K sold.

HBW Advisory Services first reported a position in FDEC in Q4 2024 and held it in 3 quarters. The position peaked at $232K in Q2 2025. 138 funds tracked by Wall St. Rank hold FDEC as of Q3 2025.

HBW Advisory Services reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 4,974 FT Vest US Equity Buffer ETF December shares in Q3 2025, an estimated $232K.
HBW Advisory Services first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and held it in 3 quarters.
HBW Advisory Services's FT Vest US Equity Buffer ETF December position peaked at $232K in Q2 2025.
138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.