Nicholson Wealth Management Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Nicholson Wealth Management 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	$578K	Hold	10,609	–	–	0.34%	83
2026 Q1	$527K	Hold	10,609	–	–	0.31%	90
2025 Q4	$543K	Buy	+10,609	New	+$530K	0.32%	87

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

Nicholson Wealth Management Group's FDEC Position: Q2 2026 in Review

Nicholson Wealth Management Group held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q2 2026 at 10,609 shares worth $578K. The position accounts for 0.34% of the portfolio, ranked #83.

Nicholson Wealth Management Group first reported a position in FDEC in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Nicholson Wealth Management Group held 10,609 shares of FT Vest US Equity Buffer ETF December worth $578K as of Q2 2026.
Nicholson Wealth Management Group left its FT Vest US Equity Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.34% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #83 holding.
Nicholson Wealth Management Group first reported a position in FT Vest US Equity Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.