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

Sunbelt 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 Q1	$443K	Buy	8,911 +210	+2%	+$10.7K	0.03%	437
2025 Q4	$445K	Buy	8,701 +78	+0.9%	+$3.9K	0.03%	433
2025 Q3	$425K	Buy	8,623 +591	+7%	+$28.3K	0.03%	429
2025 Q2	$358K	Buy	8,032 +509	+7%	+$22.4K	0.03%	432
2025 Q1	$327K	Sell	7,523 -509	-6%	-$22.8K	0.03%	432
2024 Q4	$360K	Sell	8,032 -187	-2%	-$8.29K	0.03%	431
2024 Q3	$360K	Hold	8,219	–	–	0.04%	436
2024 Q2	$350K	Hold	8,219	–	–	0.04%	415
2024 Q1	$339K	Sell	8,219 -3,259	-28%	-$131K	0.04%	407
2023 Q4	$448K	Hold	11,478	–	–	0.06%	333
2023 Q3	$404K	Sell	11,478 -579	-5%	-$20.9K	0.06%	333
2023 Q2	$434K	Hold	12,057	–	–	0.06%	309
2023 Q1	$402K	Hold	12,057	–	–	0.06%	297
2022 Q4	$383K	Hold	12,057	–	–	0.07%	292
2022 Q3	$357K	Hold	12,057	–	–	0.08%	290
2022 Q2	$367K	Buy	12,057 +597	+5%	+$19.1K	0.08%	294
2022 Q1	$394K	Buy	+11,460	New	+$385K	0.07%	300

Other funds holding FDEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sunbelt Securities's FDEC Position: Q1 2026 in Review

Sunbelt Securities increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 2.4% in Q1 2026, buying an estimated $10.7K and bringing the position to 8,911 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #437.

Sunbelt Securities first reported a position in FDEC in Q1 2022 and has held it in 17 quarters since. The position peaked at $448K in Q4 2023. 153 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

Sunbelt Securities held 8,911 shares of FT Vest US Equity Buffer ETF December worth $443K as of Q1 2026.
Sunbelt Securities bought 210 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $10.7K.
FT Vest US Equity Buffer ETF December made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #437 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and has held it in 17 quarters since.
Sunbelt Securities's FT Vest US Equity Buffer ETF December position peaked at $448K in Q4 2023.
153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.