Tanglewood Legacy Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Tanglewood Legacy 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
2026 Q2	$1.39M	Sell	25,486 -3,472	-12%	-$185K	0.45%	39
2026 Q1	$1.44M	Sell	28,958 -213	-0.7%	-$10.9K	0.52%	35
2025 Q4	$1.49M	Sell	29,171 -1,507	-5%	-$75.3K	0.56%	32
2025 Q3	$1.51M	Sell	30,678 -25	-0.1%	-$1.2K	0.58%	29
2025 Q2	$1.43M	Hold	30,703	–	–	0.59%	30
2025 Q1	$1.33M	Sell	30,703 -1,775	-5%	-$79.4K	0.58%	28
2024 Q4	$1.45M	Buy	32,478 +11,287	+53%	+$501K	0.62%	28
2024 Q3	$928K	Hold	21,191	–	–	0.41%	39
2024 Q2	$902K	Sell	21,191 -260	-1%	-$10.8K	0.43%	38
2024 Q1	$884K	Sell	21,451 -1,264	-6%	-$50.7K	0.44%	36
2023 Q4	$886K	Buy	22,715 +4,117	+22%	+$151K	0.48%	33
2023 Q3	$654K	Sell	18,598 -57	-0.3%	-$2.06K	0.39%	41
2023 Q2	$672K	Sell	18,655 -500	-3%	-$17.2K	0.39%	41
2023 Q1	$645K	Buy	19,155 +2,340	+14%	+$77K	0.41%	37
2022 Q4	$534K	Buy	+16,815	New	+$531K	0.38%	33

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

Tanglewood Legacy Advisors's FDEC Position: Q2 2026 in Review

Tanglewood Legacy Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 12% in Q2 2026, selling an estimated $185K and leaving 25,486 shares worth $1.39M. The position accounts for 0.45% of the portfolio, ranked #39.

Tanglewood Legacy Advisors first reported a position in FDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.51M in Q3 2025. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Tanglewood Legacy Advisors held 25,486 shares of FT Vest US Equity Buffer ETF December worth $1.39M as of Q2 2026.
Tanglewood Legacy Advisors sold 3,472 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $185K.
FT Vest US Equity Buffer ETF December made up 0.45% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #39 holding.
Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's FT Vest US Equity Buffer ETF December position peaked at $1.51M in Q3 2025.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.