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TopTier Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

TopTier Wealth Management’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 		– Sell
-1,175
Closed -$58.4K – 331
2026
Q1 		$58.4K Buy
+1,175
New +$60K 0.04% 212

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

TopTier Wealth Management's FDEC Position: Q2 2026 in Review

TopTier Wealth Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 1,175 shares — an estimated $58.4K sold.

TopTier Wealth Management first reported a position in FDEC in Q1 2026 and held it in 1 quarter. The position peaked at $58.4K in Q1 2026. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

  • TopTier Wealth Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 1,175 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $58.4K.
  • TopTier Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $58.4K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.