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

McKinley Carter 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 Q2	$1.9M	Hold	34,931	–	–	0.1%	128
2026 Q1	$1.74M	Hold	34,931	–	–	0.1%	131
2025 Q4	$1.79M	Hold	34,931	–	–	0.1%	131
2025 Q3	$1.72M	Hold	34,931	–	–	0.09%	129
2025 Q2	$1.63M	Hold	34,931	–	–	0.09%	128
2025 Q1	$1.52M	Hold	34,931	–	–	0.09%	132
2024 Q4	$1.56M	Buy	34,931 +4,215	+14%	+$187K	0.1%	133
2024 Q3	$1.34M	Buy	30,716 +1,170	+4%	+$50.3K	0.08%	146
2024 Q2	$1.26M	Hold	29,546	–	–	0.08%	148
2024 Q1	$1.22M	Hold	29,546	–	–	0.08%	147
2023 Q4	$1.15M	Buy	29,546 +305	+1%	+$11.2K	0.08%	141
2023 Q3	$1.03M	Hold	29,241	–	–	0.08%	143
2023 Q2	$1.05M	Buy	29,241 +747	+3%	+$25.7K	0.08%	143
2023 Q1	$959K	Hold	28,494	–	–	0.08%	145
2022 Q4	$905K	Buy	28,494 +13,726	+93%	+$434K	0.08%	146
2022 Q3	$438K	Hold	14,768	–	–	0.04%	196
2022 Q2	$450K	Hold	14,768	–	–	0.04%	208
2022 Q1	$502K	Buy	+14,768	New	+$496K	0.04%	200

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 22.96% 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

McKinley Carter Wealth Services's FDEC Position: Q2 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q2 2026 at 34,931 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #128.

McKinley Carter Wealth Services first reported a position in FDEC in Q1 2022 and has held it in 18 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

McKinley Carter Wealth Services held 34,931 shares of FT Vest US Equity Buffer ETF December worth $1.9M as of Q2 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.1% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #128 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and has held it in 18 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.