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

Kingswood Wealth 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
2026 Q2	$1.13M	Hold	20,758	–	–	0.05%	379
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

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Kingswood Wealth Advisors's FDEC Position: Q2 2026 in Review

Kingswood Wealth Advisors held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q2 2026 at 20,758 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #379.

Kingswood Wealth Advisors first reported a position in FDEC in Q1 2024 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Kingswood Wealth Advisors held 20,758 shares of FT Vest US Equity Buffer ETF December worth $1.13M as of Q2 2026.
Kingswood Wealth Advisors left its FT Vest US Equity Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #379 holding.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and has held it in 10 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.