Silver Oak Securities
FDEC icon

Silver Oak Securities’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Silver Oak Securities’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
Q3 		$347K Sell
6,337
-488
-7% -$27K 0.03% 598
2026
Q2 		$372K Hold
6,825
– – 0.02% 559
2026
Q1 		$339K Hold
6,825
– – 0.02% 559
2025
Q4 		$350K Buy
+6,825
New +$341K 0.02% 570

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Commonwealth Equity Services
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LPL Financial
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MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Schulz Wealth
Schulz Wealth Mansfield, Texas $213M AUM
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Silver Oak Securities's FDEC Position: Q3 2026 in Review

Silver Oak Securities reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 7.2% in Q3 2026, selling an estimated $27K and leaving 6,337 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #598.

Silver Oak Securities first reported a position in FDEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $372K in Q2 2026. 84 funds tracked by Wall St. Rank hold FDEC as of Q3 2026.

  • Silver Oak Securities held 6,337 shares of FT Vest US Equity Buffer ETF December worth $347K as of Q3 2026.
  • Silver Oak Securities sold 488 FT Vest US Equity Buffer ETF December shares in Q3 2026, an estimated $27K.
  • FT Vest US Equity Buffer ETF December made up 0.03% of Silver Oak Securities's portfolio in Q3 2026, its #598 holding.
  • Silver Oak Securities first reported a position in FT Vest US Equity Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
  • Silver Oak Securities's FT Vest US Equity Buffer ETF December position peaked at $372K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.