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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
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 $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $4.98B AUM 22.72% 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 $8.94B AUM 20.84% 1-Year Est. Return

WealthPlan Investment Management's FDEC Position: Q1 2026 in Review

WealthPlan Investment Management reduced its FT Vest US Equity Buffer ETF December (FDEC) stake by 8.3% in Q1 2026, selling an estimated $20.8K and leaving 4,525 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #430.

WealthPlan Investment Management first reported a position in FDEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $685K in Q3 2025. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

  • WealthPlan Investment Management held 4,525 shares of FT Vest US Equity Buffer ETF December worth $225K as of Q1 2026.
  • WealthPlan Investment Management sold 407 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $20.8K.
  • FT Vest US Equity Buffer ETF December made up 0.01% of WealthPlan Investment Management's portfolio in Q1 2026, its #430 holding.
  • WealthPlan Investment Management first reported a position in FT Vest US Equity Buffer ETF December in Q3 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's FT Vest US Equity Buffer ETF December position peaked at $685K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.