WealthPlan Investment Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

WealthPlan Investment 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	$236K	Sell	4,337 -188	-4%	-$10K	0.01%	433
2026 Q1	$225K	Sell	4,525 -407	-8%	-$20.8K	0.01%	430
2025 Q4	$252K	Sell	4,932 -8,971	-65%	-$449K	0.02%	334
2025 Q3	$685K	Buy	+13,903	New	+$666K	0.05%	203

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

WealthPlan Investment Management's FDEC Position: Q2 2026 in Review

WealthPlan Investment Management reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 4.2% in Q2 2026, selling an estimated $10K and leaving 4,337 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #433.

WealthPlan Investment Management first reported a position in FDEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $685K in Q3 2025. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

WealthPlan Investment Management held 4,337 shares of FT Vest US Equity Buffer ETF December worth $236K as of Q2 2026.
WealthPlan Investment Management sold 188 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $10K.
FT Vest US Equity Buffer ETF December made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #433 holding.
WealthPlan Investment Management first reported a position in FT Vest US Equity Buffer ETF December in Q3 2025 and has held it in 4 quarters since.
WealthPlan Investment Management's FT Vest US Equity Buffer ETF December position peaked at $685K in Q3 2025.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.