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

Pacific Excel 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 		– Sell
-5,055
Closed -$251K – 247
2026
Q1 		$251K Buy
+5,055
New +$258K 0.26% 116

Other funds holding FDEC

GW
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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
SW
Schulz Wealth Mansfield, Texas $194M AUM

Pacific Excel Wealth Advisors's FDEC Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 5,055 shares — an estimated $251K sold.

Pacific Excel Wealth Advisors first reported a position in FDEC in Q1 2026 and held it in 1 quarter. The position peaked at $251K in Q1 2026. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 5,055 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $251K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF December position peaked at $251K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.