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

SOA 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	$382K	Sell	7,017 -113	-2%	-$6.02K	0.06%	148
2026 Q1	$355K	Sell	7,130 -941	-12%	-$48K	0.07%	144
2025 Q4	$413K	Buy	8,071 +111	+1%	+$5.55K	0.07%	139
2025 Q3	$392K	Sell	7,960 -108	-1%	-$5.17K	0.07%	142
2025 Q2	$377K	Hold	8,068	–	–	0.07%	141
2025 Q1	$350K	Buy	8,068 +2,046	+34%	+$91.5K	0.07%	132
2024 Q4	$268K	Hold	6,022	–	–	0.05%	156
2024 Q3	$264K	Hold	6,022	–	–	0.05%	157
2024 Q2	$256K	Hold	6,022	–	–	0.05%	157
2024 Q1	$248K	Hold	6,022	–	–	0.05%	161
2023 Q4	$235K	Buy	6,022 +195	+3%	+$7.13K	0.05%	157
2023 Q3	$205K	Hold	5,827	–	–	0.05%	160
2023 Q2	$210K	Hold	5,827	–	–	0.05%	156
2023 Q1	$196K	Hold	5,827	–	–	0.05%	157
2022 Q4	$185K	Buy	5,827 +500	+9%	+$15.8K	0.05%	152
2022 Q3	$157K	Hold	5,327	–	–	0.05%	161
2022 Q2	$162K	Hold	5,327	–	–	0.05%	160
2022 Q1	$181K	Buy	5,327 +777	+17%	+$26.1K	0.04%	172
2021 Q4	$159K	Buy	+4,550	New	+$155K	0.04%	182

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

Schulz Wealth Mansfield, Texas $194M AUM

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

SOA Wealth Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 1.6% in Q2 2026, selling an estimated $6.02K and leaving 7,017 shares worth $382K. The position accounts for 0.06% of the portfolio, ranked #148.

SOA Wealth Advisors first reported a position in FDEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $413K in Q4 2025. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

SOA Wealth Advisors held 7,017 shares of FT Vest US Equity Buffer ETF December worth $382K as of Q2 2026.
SOA Wealth Advisors sold 113 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $6.02K.
FT Vest US Equity Buffer ETF December made up 0.06% of SOA Wealth Advisors's portfolio in Q2 2026, its #148 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2021 and has held it in 19 quarters since.
SOA Wealth Advisors's FT Vest US Equity Buffer ETF December position peaked at $413K in Q4 2025.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.