Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.03M Buy
20,758
+11,710
+129% +$598K 0.05% 377
2025
Q4
$463K Hold
9,048
0.02% 543
2025
Q3
$446K Sell
9,048
-1,500
-14% -$71.8K 0.03% 509
2025
Q2
$492K Sell
10,548
-1,300
-11% -$57.3K 0.04% 419
2025
Q1
$515K Sell
11,848
-7,800
-40% -$349K 0.05% 385
2024
Q4
$876K Buy
19,648
+10,648
+118% +$472K 0.07% 305
2024
Q3
$393K Sell
9,000
-1,748
-16% -$75.1K 0.03% 519
2024
Q2
$457K Buy
10,748
+3,332
+45% +$138K 0.04% 414
2024
Q1
$306K Buy
+7,416
New +$297K 0.04% 470

Other funds holding FDEC

Kingswood Wealth Advisors's FDEC Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 129% in Q1 2026, buying an estimated $598K and bringing the position to 20,758 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #377.

Kingswood Wealth Advisors first reported a position in FDEC in Q1 2024 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • Kingswood Wealth Advisors held 20,758 shares of FT Vest US Equity Buffer ETF December worth $1.03M as of Q1 2026.
  • Kingswood Wealth Advisors bought 11,710 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $598K.
  • FT Vest US Equity Buffer ETF December made up 0.05% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #377 holding.
  • Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and has held it in 9 quarters since.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.