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Oakmont Advisory Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Oakmont Advisory 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
-14,974
Closed -$745K – 510
2026
Q1 		$745K Buy
+14,974
New +$764K 0.76% 33

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Oakmont Advisory Group's FDEC Position: Q2 2026 in Review

Oakmont Advisory Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 14,974 shares — an estimated $745K sold.

Oakmont Advisory Group first reported a position in FDEC in Q1 2026 and held it in 1 quarter. The position peaked at $745K in Q1 2026. 148 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Oakmont Advisory Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Oakmont Advisory Group sold 14,974 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $745K.
  • Oakmont Advisory Group first reported a position in FT Vest US Equity Buffer ETF December in Q1 2026 and held it in 1 quarter.
  • Oakmont Advisory Group's FT Vest US Equity Buffer ETF December position peaked at $745K in Q1 2026.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.