Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Steward Partners Investment Advisory’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	$1.85M	Sell	33,987 -707	-2%	-$37.7K	0.01%	963
2026 Q1	$1.72M	Buy	34,694 +1,102	+3%	+$56.3K	0.01%	914
2025 Q4	$1.72M	Buy	33,592 +1,877	+6%	+$93.8K	0.01%	847
2025 Q3	$1.56M	Sell	31,715 -579	-2%	-$27.7K	0.01%	863
2025 Q2	$1.51M	Buy	32,294 +2,700	+9%	+$119K	0.01%	820
2025 Q1	$1.28M	Sell	29,594 -150	-0.5%	-$6.71K	0.01%	810
2024 Q4	$1.33M	Sell	29,744 -234	-0.8%	-$10.4K	0.01%	775
2024 Q3	$1.31M	Buy	29,978 +68	+0.2%	+$2.92K	0.01%	760
2024 Q2	$1.27M	Hold	29,910	–	–	0.01%	729
2024 Q1	$1.23M	Sell	29,910 -2,934	-9%	-$118K	0.01%	724
2023 Q4	$1.28M	Buy	32,844 +15,050	+85%	+$550K	0.02%	649
2023 Q3	$626K	Hold	17,794	–	–	0.01%	845
2023 Q2	$641K	Hold	17,794	–	–	0.01%	846
2023 Q1	$599K	Hold	17,794	–	–	0.01%	857
2022 Q4	$565K	Buy	+17,794	New	+$562K	0.01%	860

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 22.9% 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

Steward Partners Investment Advisory's FDEC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 2% in Q2 2026, selling an estimated $37.7K and leaving 33,987 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #963.

Steward Partners Investment Advisory first reported a position in FDEC in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Steward Partners Investment Advisory held 33,987 shares of FT Vest US Equity Buffer ETF December worth $1.85M as of Q2 2026.
Steward Partners Investment Advisory sold 707 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $37.7K.
FT Vest US Equity Buffer ETF December made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #963 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.