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

Schulz Wealth’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	$8.08M	Buy	+148,313	New	+$7.9M	4.17%	6
2025 Q4	$7.59M	Sell	148,314 -2,208	-1%	-$110K	4.86%	6
2025 Q3	$7.41M	Sell	150,522 -2,992	-2%	-$143K	4.9%	5
2025 Q2	$7.16M	Sell	153,514 -3,977	-3%	-$175K	5.36%	5
2025 Q1	$6.84M	Sell	157,491 -1,473	-0.9%	-$65.9K	5.21%	6
2024 Q4	$7.09M	Hold	158,964	–	–	5.44%	6
2024 Q3	$6.96M	Sell	158,964 -757	-0.5%	-$32.5K	5.38%	6
2024 Q2	$6.8M	Sell	159,721 -808	-0.5%	-$33.5K	5.76%	6
2024 Q1	$6.62M	Sell	160,529 -2,061	-1%	-$82.6K	5.66%	6
2023 Q4	$6.34M	Buy	+162,590	New	+$5.95M	6.06%	6

Other funds holding FDEC

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Schulz Wealth's FDEC Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026: 148,313 shares worth $8.08M. The stake represents 4.17% of the portfolio and ranks #6 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in FDEC as recently as Q4 2025.

Schulz Wealth first reported a position in FDEC in Q4 2023 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Schulz Wealth held 148,313 shares of FT Vest US Equity Buffer ETF December worth $8.08M as of Q2 2026.
FT Vest US Equity Buffer ETF December was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Buffer ETF December made up 4.17% of Schulz Wealth's portfolio in Q2 2026, its #6 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.