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

WESPAC Advisors SoCal’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
Q3 		– Sell
-5,224
Closed -$244K – 110
2025
Q2 		$244K Sell
5,224
-250
-5% -$11K 0.05% 98
2025
Q1 		$238K Hold
5,474
– – 0.06% 98
2024
Q4 		$244K Buy
+5,474
New +$243K 0.06% 96

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $202M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

WESPAC Advisors SoCal's FDEC Position: Q3 2025 in Review

WESPAC Advisors SoCal sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2025, closing a stake of 5,224 shares — an estimated $244K sold.

WESPAC Advisors SoCal first reported a position in FDEC in Q4 2024 and held it in 3 quarters. The position peaked at $244K in Q4 2024. 138 funds tracked by Wall St. Rank hold FDEC as of Q3 2025.

  • WESPAC Advisors SoCal reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 5,224 FT Vest US Equity Buffer ETF December shares in Q3 2025, an estimated $244K.
  • WESPAC Advisors SoCal first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and held it in 3 quarters.
  • WESPAC Advisors SoCal's FT Vest US Equity Buffer ETF December position peaked at $244K in Q4 2024.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2025, filed 22 Oct 2025.