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

Octavia 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 Q2	$242K	Hold	4,437	–	–	0.02%	203
2026 Q1	$221K	Hold	4,437	–	–	0.02%	211
2025 Q4	$227K	Hold	4,437	–	–	0.02%	221
2025 Q3	$218K	Hold	4,437	–	–	0.02%	233
2025 Q2	$207K	Buy	+4,437	New	+$195K	0.02%	218

Other funds holding FDEC

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Octavia Wealth Advisors's FDEC Position: Q2 2026 in Review

Octavia Wealth Advisors held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q2 2026 at 4,437 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #203.

Octavia Wealth Advisors first reported a position in FDEC in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Octavia Wealth Advisors held 4,437 shares of FT Vest US Equity Buffer ETF December worth $242K as of Q2 2026.
Octavia Wealth Advisors left its FT Vest US Equity Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Octavia Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q2 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.