Integrated Wealth Concepts’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Integrated Wealth Concepts’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	$292K	Hold	5,875	–	–	﹤0.01%	1875
2025 Q4	$301K	Hold	5,875	–	–	﹤0.01%	1319
2025 Q3	$289K	Hold	5,875	–	–	﹤0.01%	1651
2025 Q2	$274K	Hold	5,875	–	–	﹤0.01%	1598
2025 Q1	$255K	Hold	5,875	–	–	﹤0.01%	1497
2024 Q4	$262K	Hold	5,875	–	–	﹤0.01%	1446
2024 Q3	$257K	Hold	5,875	–	–	﹤0.01%	1435
2024 Q2	$250K	Hold	5,875	–	–	﹤0.01%	1424
2024 Q1	$242K	Hold	5,875	–	–	﹤0.01%	1434
2023 Q4	$229K	Buy	+5,875	New	+$215K	﹤0.01%	1401

Other funds holding FDEC

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

Griffith & Werner Canton, Georgia $202M AUM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Integrated Wealth Concepts's FDEC Position: Q1 2026 in Review

Integrated Wealth Concepts held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q1 2026 at 5,875 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Integrated Wealth Concepts first reported a position in FDEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $301K in Q4 2025. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

Integrated Wealth Concepts held 5,875 shares of FT Vest US Equity Buffer ETF December worth $292K as of Q1 2026.
Integrated Wealth Concepts left its FT Vest US Equity Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF December made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1875 holding.
Integrated Wealth Concepts first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's FT Vest US Equity Buffer ETF December position peaked at $301K in Q4 2025.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.