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

Summit Financial 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
2025 Q4	–	Sell	-8,952	Closed	-$442K	–	199
2025 Q3	$442K	Hold	8,952	–	–	0.07%	113
2025 Q2	$418K	Hold	8,952	–	–	0.07%	107
2025 Q1	$389K	Hold	8,952	–	–	0.08%	103
2024 Q4	$404K	Buy	+8,952	New	+$397K	0.08%	100
2023 Q2	–	Sell	-6,642	Closed	-$224K	–	127
2023 Q1	$224K	Buy	+6,642	New	+$218K	0.05%	117
2022 Q4	–	Sell	-461,342	Closed	-$14.4M	–	130
2022 Q3	$14.4M	Buy	461,342 +580	+0.1%	+$18.4K	4.13%	6
2022 Q2	$14.6M	Sell	460,762 -659	-0.1%	-$21.1K	3.48%	6
2022 Q1	$15.7M	Buy	+461,421	New	+$15.5M	3.17%	7

Other funds holding FDEC

Griffith & Werner Canton, Georgia $202M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Financial Wealth Advisors's FDEC Position: Q4 2025 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2025, closing a stake of 8,952 shares — an estimated $442K sold.

Summit Financial Wealth Advisors first reported a position in FDEC in Q1 2022 and held it in 8 quarters. The position peaked at $15.7M in Q1 2022. 142 funds tracked by Wall St. Rank hold FDEC as of Q4 2025.

Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2025 after selling out during the quarter.
Summit Financial Wealth Advisors sold 8,952 FT Vest US Equity Buffer ETF December shares in Q4 2025, an estimated $442K.
Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and held it in 8 quarters.
Summit Financial Wealth Advisors's FT Vest US Equity Buffer ETF December position peaked at $15.7M in Q1 2022.
142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.