Nicholson Wealth Management Group
FDEC icon

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
Q3 		$594K Hold
10,609
– – 0.35% 87
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
Griffith & Werner Canton, Georgia $252M AUM 19.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Schulz Wealth
Schulz Wealth Mansfield, Texas $213M AUM
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Nicholson Wealth Management Group's FDEC Position: Q3 2026 in Review

Nicholson Wealth Management Group held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q3 2026 at 10,609 shares worth $594K. The position accounts for 0.35% of the portfolio, ranked #87.

Nicholson Wealth Management Group first reported a position in FDEC in Q4 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold FDEC as of Q3 2026.

  • Nicholson Wealth Management Group held 10,609 shares of FT Vest US Equity Buffer ETF December worth $594K as of Q3 2026.
  • Nicholson Wealth Management Group left its FT Vest US Equity Buffer ETF December share count unchanged in Q3 2026.
  • FT Vest US Equity Buffer ETF December made up 0.35% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #87 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 4 quarters since.
  • 78 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.