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Merit Financial Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Merit Financial Group’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 		– Sell
-4,399
Closed -$219K – 2388
2026
Q1 		$219K Sell
4,399
-387
-8% -$19.8K ﹤0.01% 1865
2025
Q4 		$245K Sell
4,786
-1,221
-20% -$61K ﹤0.01% 1689
2025
Q3 		$296K Buy
+6,007
New +$288K ﹤0.01% 1467

Other funds holding FDEC

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Merit Financial Group's FDEC Position: Q2 2026 in Review

Merit Financial Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 4,399 shares — an estimated $219K sold.

Merit Financial Group first reported a position in FDEC in Q3 2025 and held it in 3 quarters. The position peaked at $296K in Q3 2025. 16 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Merit Financial Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 4,399 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $219K.
  • Merit Financial Group first reported a position in FT Vest US Equity Buffer ETF December in Q3 2025 and held it in 3 quarters.
  • Merit Financial Group's FT Vest US Equity Buffer ETF December position peaked at $296K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.