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 Q2	$408K	Sell	7,493 -2,600	-26%	-$139K	﹤0.01%	1227
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

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 22.9% 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

United Capital Financial Advisors's FDEC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 26% in Q2 2026, selling an estimated $139K and leaving 7,493 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

United Capital Financial Advisors first reported a position in FDEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $502K in Q1 2026. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

United Capital Financial Advisors held 7,493 shares of FT Vest US Equity Buffer ETF December worth $408K as of Q2 2026.
United Capital Financial Advisors sold 2,600 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $139K.
FT Vest US Equity Buffer ETF December made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1227 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 6 quarters since.
United Capital Financial Advisors's FT Vest US Equity Buffer ETF December position peaked at $502K in Q1 2026.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.