SWM
FDEC icon

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

Spire Wealth Management’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
-500
Closed -$24.9K – 2280
2026
Q1 		$24.9K Sell
500
-100
-17% -$5.11K ﹤0.01% 1363
2025
Q4 		$30.7K Sell
600
-500
-45% -$25K ﹤0.01% 1329
2025
Q3 		$54.2K Hold
1,100
– – ﹤0.01% 1207
2025
Q2 		$51.3K Hold
1,100
– – ﹤0.01% 1184
2025
Q1 		$47.7K Hold
1,100
– – ﹤0.01% 1299
2024
Q4 		$49K Hold
1,100
– – ﹤0.01% 1294
2024
Q3 		$48.2K Sell
1,100
-1,050
-49% -$45.1K ﹤0.01% 1148
2024
Q2 		$91.5K Hold
2,150
– – ﹤0.01% 919
2024
Q1 		$88.6K Hold
2,150
– – ﹤0.01% 1024
2023
Q4 		$84.7K Buy
2,150
+1,050
+95% +$38.4K ﹤0.01% 1040
2023
Q3 		$38.7K Sell
1,100
-1,175
-52% -$42.5K ﹤0.01% 1261
2023
Q2 		$82K Sell
2,275
-1,075
-32% -$37K ﹤0.01% 1032
2023
Q1 		$113K Buy
3,350
+2,625
+362% +$86.3K ﹤0.01% 932
2022
Q4 		$23K Buy
+725
New +$22.9K ﹤0.01% 1313

Other funds holding FDEC

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Spire Wealth Management's FDEC Position: Q2 2026 in Review

Spire Wealth Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 500 shares — an estimated $24.9K sold.

Spire Wealth Management first reported a position in FDEC in Q4 2022 and held it in 14 quarters. The position peaked at $113K in Q1 2023. 16 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • Spire Wealth Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 500 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $24.9K.
  • Spire Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q4 2022 and held it in 14 quarters.
  • Spire Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $113K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.