UBS Group
FDEC icon

UBS Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

UBS Group’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 		$36.4K Buy
+732
New +$37.4K ﹤0.01% 7570
2025
Q4 		– Sell
-300
Closed -$14.8K – 10696
2025
Q3 		$14.8K Sell
300
-11,872
-98% -$569K ﹤0.01% 8345
2025
Q2 		$568K Buy
12,172
+11,676
+2,354% +$514K ﹤0.01% 5903
2025
Q1 		$21.5K Buy
496
+17
+4% +$760 ﹤0.01% 8184
2024
Q4 		$21.4K Sell
479
-23,723
-98% -$1.05M ﹤0.01% 7827
2024
Q3 		$1.06M Buy
24,202
+18,496
+324% +$795K ﹤0.01% 4596
2024
Q2 		$243K Buy
5,706
+1,885
+49% +$78.2K ﹤0.01% 5535
2024
Q1 		$157K Buy
+3,821
New +$153K ﹤0.01% 6012
2023
Q3 		– Sell
-4,247
Closed -$153K – 9603
2023
Q2 		$153K Sell
4,247
-2,242
-35% -$77.2K ﹤0.01% 5667
2023
Q1 		$218K Buy
+6,489
New +$213K ﹤0.01% 5321
2022
Q4 		– Sell
-4,472
Closed -$133K – 10828
2022
Q3 		$133K Sell
4,472
-1,776
-28% -$56.3K ﹤0.01% 5458
2022
Q2 		$190K Buy
+6,248
New +$200K ﹤0.01% 4961
2021
Q4 		– Sell
-1,605
Closed -$54K – 10377
2021
Q3 		$54K Buy
1,605
+827
+106% +$27.7K ﹤0.01% 6278
2021
Q2 		$26K Buy
778
+174
+29% +$5.69K ﹤0.01% 7074
2021
Q1 		$19K Sell
604
-1,309
-68% -$40.7K ﹤0.01% 7430
2020
Q4 		$59K Buy
+1,913
New +$58.2K ﹤0.01% 6037

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

UBS Group's FDEC Position: Q1 2026 in Review

UBS Group opened a new position in FT Vest US Equity Buffer ETF December (FDEC) in Q1 2026: 732 shares worth $36.4K. The stake represents ﹤0.01% of the portfolio and ranks #7570 among its holdings. This is a return to the name: UBS Group previously reported a position in FDEC as recently as Q3 2025.

UBS Group first reported a position in FDEC in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.06M in Q3 2024. 153 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • UBS Group held 732 shares of FT Vest US Equity Buffer ETF December worth $36.4K as of Q1 2026.
  • FT Vest US Equity Buffer ETF December was a new UBS Group position in Q1 2026.
  • FT Vest US Equity Buffer ETF December made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7570 holding.
  • UBS Group first reported a position in FT Vest US Equity Buffer ETF December in Q4 2020 and has held it in 16 quarters since.
  • UBS Group's FT Vest US Equity Buffer ETF December position peaked at $1.06M in Q3 2024.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.