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ORG Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

ORG Partners’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
2025
Q3 		– Sell
-7,927
Closed -$369K – 1618
2025
Q2 		$369K Hold
7,927
– – 0.08% 219
2025
Q1 		$345K Buy
+7,927
New +$355K 0.08% 189

Other funds holding FDEC

GW
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

ORG Partners's FDEC Position: Q3 2025 in Review

ORG Partners sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2025, closing a stake of 7,927 shares — an estimated $369K sold.

ORG Partners first reported a position in FDEC in Q1 2025 and held it in 2 quarters. The position peaked at $369K in Q2 2025. 138 funds tracked by Wall St. Rank hold FDEC as of Q3 2025.

  • ORG Partners reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • ORG Partners sold 7,927 FT Vest US Equity Buffer ETF December shares in Q3 2025, an estimated $369K.
  • ORG Partners first reported a position in FT Vest US Equity Buffer ETF December in Q1 2025 and held it in 2 quarters.
  • ORG Partners's FT Vest US Equity Buffer ETF December position peaked at $369K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.