United Capital Financial Advisors’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

United Capital Financial 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 Q1	$502K	Buy	10,093 +3,093	+44%	+$158K	﹤0.01%	1070
2025 Q4	$358K	Buy	7,000 +2,735	+64%	+$137K	﹤0.01%	1100
2025 Q3	$210K	Buy	+4,265	New	+$204K	﹤0.01%	1146
2025 Q2	–	Sell	-9,765	Closed	-$424K	–	1109
2025 Q1	$424K	Buy	9,765 +4,265	+78%	+$191K	﹤0.01%	800
2024 Q4	$245K	Buy	+5,500	New	+$244K	﹤0.01%	956

Other funds holding FDEC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

United Capital Financial Advisors's FDEC Position: Q1 2026 in Review

United Capital Financial Advisors increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 44% in Q1 2026, buying an estimated $158K and bringing the position to 10,093 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

United Capital Financial Advisors first reported a position in FDEC in Q4 2024 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

United Capital Financial Advisors held 10,093 shares of FT Vest US Equity Buffer ETF December worth $502K as of Q1 2026.
United Capital Financial Advisors bought 3,093 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $158K.
FT Vest US Equity Buffer ETF December made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1070 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and has held it in 5 quarters since.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.