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Winnow Wealth’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Winnow Wealth’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
Q2 		– Sell
-306
Closed -$13.2K – 357
2025
Q1 		$13.2K Buy
+306
New +$13.7K 0.01% 204

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Winnow Wealth's FDEC Position: Q2 2025 in Review

Winnow Wealth sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2025, closing a stake of 306 shares — an estimated $13.2K sold.

Winnow Wealth first reported a position in FDEC in Q1 2025 and held it in 1 quarter. The position peaked at $13.2K in Q1 2025. 139 funds tracked by Wall St. Rank hold FDEC as of Q2 2025.

  • Winnow Wealth reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2025 after selling out during the quarter.
  • Winnow Wealth sold 306 FT Vest US Equity Buffer ETF December shares in Q2 2025, an estimated $13.2K.
  • Winnow Wealth first reported a position in FT Vest US Equity Buffer ETF December in Q1 2025 and held it in 1 quarter.
  • Winnow Wealth's FT Vest US Equity Buffer ETF December position peaked at $13.2K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2025.

Based on Winnow Wealth's 13F filing for Q2 2025, filed 12 Aug 2025.