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Keystone Wealth Services’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Keystone Wealth 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
Q1 		$3.1M Buy
+62,327
New +$3.18M 0.66% 33
2025
Q4 		– Sell
-62,842
Closed -$3.09M – 257
2025
Q3 		$3.09M Sell
62,842
-3,830
-6% -$183K 0.68% 32
2025
Q2 		$3.11M Buy
66,672
+900
+1% +$39.7K 0.75% 28
2025
Q1 		$2.85M Sell
65,772
-14,915
-18% -$667K 0.77% 28
2024
Q4 		$3.6M Buy
80,687
+7,507
+10% +$333K 0.95% 23
2024
Q3 		$3.2M Sell
73,180
-145
-0.2% -$6.23K 0.89% 24
2024
Q2 		$3.12M Sell
73,325
-9,715
-12% -$403K 0.97% 22
2024
Q1 		$3.42M Buy
83,040
+1,186
+1% +$47.5K 1.11% 20
2023
Q4 		$3.19M Buy
81,854
+4,798
+6% +$175K 1.09% 21
2023
Q3 		$2.71M Sell
77,056
-250
-0.3% -$9.04K 1.03% 20
2023
Q2 		$2.79M Hold
77,306
– – 1.04% 21
2023
Q1 		$2.6M Buy
77,306
+1,900
+3% +$62.5K 1.06% 21
2022
Q4 		$2.39M Buy
75,406
+6,900
+10% +$218K 1.04% 23
2022
Q3 		$2.03M Sell
68,506
-2,200
-3% -$69.7K 0.96% 23
2022
Q2 		$2.15M Sell
70,706
-756
-1% -$24.2K 0.96% 22
2022
Q1 		$2.43M Buy
71,462
+17,150
+32% +$576K 0.96% 21
2021
Q4 		$1.9M Buy
+54,312
New +$1.86M 0.77% 30

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Keystone Wealth Services's FDEC Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q1 2026: 62,327 shares worth $3.1M. The stake represents 0.66% of the portfolio and ranks #33 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in FDEC as recently as Q3 2025.

Keystone Wealth Services first reported a position in FDEC in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.6M in Q4 2024. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • Keystone Wealth Services held 62,327 shares of FT Vest US Equity Buffer ETF December worth $3.1M as of Q1 2026.
  • FT Vest US Equity Buffer ETF December was a new Keystone Wealth Services position in Q1 2026.
  • FT Vest US Equity Buffer ETF December made up 0.66% of Keystone Wealth Services's portfolio in Q1 2026, its #33 holding.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Buffer ETF December in Q4 2021 and has held it in 17 quarters since.
  • Keystone Wealth Services's FT Vest US Equity Buffer ETF December position peaked at $3.6M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.