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 Q3	$1.96M	Sell	34,899 -32	-0.1%	-$1.77K	0.1%	128
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

NovaPoint Capital Atlanta, Georgia $464M AUM 20.03% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

McKinley Carter Wealth Services's FDEC Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 0.09% in Q3 2026, selling an estimated $1.77K and leaving 34,899 shares worth $1.96M. 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 19 quarters since. 39 funds tracked by Wall St. Rank hold FDEC as of Q3 2026.

McKinley Carter Wealth Services held 34,899 shares of FT Vest US Equity Buffer ETF December worth $1.96M as of Q3 2026.
McKinley Carter Wealth Services sold 32 FT Vest US Equity Buffer ETF December shares in Q3 2026, an estimated $1.77K.
FT Vest US Equity Buffer ETF December made up 0.1% of McKinley Carter Wealth Services's portfolio in Q3 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 19 quarters since.
39 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.