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Wood Tarver Financial Group’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Wood Tarver Financial Group’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
-526
Closed -$24K – 309
2025
Q2 		$24K Hold
526
– – 0.01% 345
2025
Q1 		$22.8K Hold
526
– – 0.01% 337
2024
Q4 		$23K Buy
+526
New +$23.3K 0.01% 335

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

Wood Tarver Financial Group's FDEC Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2025, closing a stake of 526 shares — an estimated $24K sold.

Wood Tarver Financial Group first reported a position in FDEC in Q4 2024 and held it in 3 quarters. The position peaked at $24K in Q2 2025. 138 funds tracked by Wall St. Rank hold FDEC as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 526 FT Vest US Equity Buffer ETF December shares in Q3 2025, an estimated $24K.
  • Wood Tarver Financial Group first reported a position in FT Vest US Equity Buffer ETF December in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest US Equity Buffer ETF December position peaked at $24K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.