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WealthPLAN Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

WealthPLAN Partners’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
2025
Q4 		– Sell
-6,423
Closed -$316K – 276
2025
Q3 		$316K Buy
+6,423
New +$308K 0.05% 217

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's FDEC Position: Q4 2025 in Review

WealthPLAN Partners sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q4 2025, closing a stake of 6,423 shares — an estimated $316K sold.

WealthPLAN Partners first reported a position in FDEC in Q3 2025 and held it in 1 quarter. The position peaked at $316K in Q3 2025. 142 funds tracked by Wall St. Rank hold FDEC as of Q4 2025.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Buffer ETF December position as of Q4 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 6,423 FT Vest US Equity Buffer ETF December shares in Q4 2025, an estimated $316K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Buffer ETF December in Q3 2025 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Buffer ETF December position peaked at $316K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2025.

Based on WealthPLAN Partners's 13F filing for Q4 2025, filed 12 Feb 2026.