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

New Wave 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
Q1 		– Sell
-4,537
Closed -$232K – 195
2025
Q4 		$232K Buy
+4,537
New +$227K 0.09% 165
2024
Q3 		– Sell
-5,971
Closed -$254K – 156
2024
Q2 		$254K Buy
+5,971
New +$248K 0.14% 116

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

New Wave Wealth Advisors's FDEC Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2026, closing a stake of 4,537 shares — an estimated $232K sold.

New Wave Wealth Advisors first reported a position in FDEC in Q2 2024 and held it in 2 quarters. The position peaked at $254K in Q2 2024. 153 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 4,537 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $232K.
  • New Wave Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q2 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's FT Vest US Equity Buffer ETF December position peaked at $254K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.