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

VestGen 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	$279K	Sell	5,123 -19,431	-79%	-$1.04M	0.01%	879
2026 Q1	$1.32M	Buy	24,554 +19,392	+376%	+$990K	0.04%	393
2025 Q4	$264K	Hold	5,162	–	–	0.01%	631
2025 Q3	$254K	Hold	5,162	–	–	0.01%	633
2025 Q2	$245K	Hold	5,162	–	–	0.01%	534
2025 Q1	$224K	Buy	+5,162	New	+$231K	0.01%	521

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

VestGen Advisors's FDEC Position: Q2 2026 in Review

VestGen Advisors reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 79% in Q2 2026, selling an estimated $1.04M and leaving 5,123 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #879.

VestGen Advisors first reported a position in FDEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2026. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

VestGen Advisors held 5,123 shares of FT Vest US Equity Buffer ETF December worth $279K as of Q2 2026.
VestGen Advisors sold 19,431 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $1.04M.
FT Vest US Equity Buffer ETF December made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #879 holding.
VestGen Advisors first reported a position in FT Vest US Equity Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's FT Vest US Equity Buffer ETF December position peaked at $1.32M in Q1 2026.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.