Heck Capital Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Heck Capital 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
2025 Q2	–	Sell	-113,726	Closed	-$4.94M	–	199
2025 Q1	$4.94M	Sell	113,726 -352	-0.3%	-$15.7K	0.56%	46
2024 Q4	$5.09M	Sell	114,078 -939	-0.8%	-$41.6K	0.58%	42
2024 Q3	$5.04M	Sell	115,017 -2,746	-2%	-$118K	0.58%	43
2024 Q2	$5.01M	Sell	117,763 -441	-0.4%	-$18.3K	0.62%	45
2024 Q1	$4.87M	Sell	118,204 -266	-0.2%	-$10.7K	0.74%	42
2023 Q4	$4.62M	Sell	118,470 -140,935	-54%	-$5.15M	0.75%	41
2023 Q3	$9.13M	Sell	259,405 -152	-0.1%	-$5.5K	1.69%	18
2023 Q2	$9.35M	Buy	259,557 +4,053	+2%	+$139K	1.61%	24
2023 Q1	$8.6M	Buy	+255,504	New	+$8.4M	1.65%	22

Other funds holding FDEC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GPWM

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Heck Capital Advisors's FDEC Position: Q2 2025 in Review

Heck Capital Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2025, closing a stake of 113,726 shares — an estimated $4.94M sold.

Heck Capital Advisors first reported a position in FDEC in Q1 2023 and held it in 9 quarters. The position peaked at $9.35M in Q2 2023. 139 funds tracked by Wall St. Rank hold FDEC as of Q2 2025.

Heck Capital Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2025 after selling out during the quarter.
Heck Capital Advisors sold 113,726 FT Vest US Equity Buffer ETF December shares in Q2 2025, an estimated $4.94M.
Heck Capital Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2023 and held it in 9 quarters.
Heck Capital Advisors's FT Vest US Equity Buffer ETF December position peaked at $9.35M in Q2 2023.
139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.