SWMG LLC’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

SWMG LLC’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	$448K	Hold	8,188	–	–	0.11%	70
2026 Q1	$407K	Hold	8,188	–	–	0.12%	74
2025 Q4	$423K	Buy	8,188 +77	+0.9%	+$3.85K	0.12%	74
2025 Q3	$402K	Hold	8,111	–	–	0.12%	74
2025 Q2	$386K	Sell	8,111 -2	-0%	-$88	0.13%	84
2025 Q1	$349K	Hold	8,113	–	–	0.14%	92
2024 Q4	$370K	Hold	8,113	–	–	0.15%	87
2024 Q3	$361K	Hold	8,113	–	–	0.15%	90
2024 Q2	$345K	Hold	8,113	–	–	0.15%	72
2024 Q1	$334K	Buy	+8,113	New	+$325K	0.15%	75

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

SWMG LLC's FDEC Position: Q2 2026 in Review

SWMG LLC held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q2 2026 at 8,188 shares worth $448K. The position accounts for 0.11% of the portfolio, ranked #70.

SWMG LLC first reported a position in FDEC in Q1 2024 and has held it in 10 quarters since. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

SWMG LLC held 8,188 shares of FT Vest US Equity Buffer ETF December worth $448K as of Q2 2026.
SWMG LLC left its FT Vest US Equity Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF December made up 0.11% of SWMG LLC's portfolio in Q2 2026, its #70 holding.
SWMG LLC first reported a position in FT Vest US Equity Buffer ETF December in Q1 2024 and has held it in 10 quarters since.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.