Skip to main content
Equibles
FDEC logo

FDEC · FT Vest U.S. Equity Buffer ETF - December ETF

Alerts for FDEC

Use FDEC with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$55.92 -0.06 (-0.11%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $9,071,696
Total Shares: 166,554

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2025
Top Holder
89.0%
Dec 2020 → Jun 2026 · range 11.9% – 100.0%
−11.0 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 44.6% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 60.1% – 100.0%
0.0 pts
HHI
8,049
Dec 2020 → Jun 2026 · range 542 – 10,000
Highly concentrated−1,951

Quarterly Activity

vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +1756.2%
Shares held: +1379.2%

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Schulz Wealth, LTD. 148,313 $8,078,164
CITADEL ADVISORS LLC 18,241 $993,532

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
B. Riley Wealth Advisors, Inc. 11,260 $488,729
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Schulz Wealth, LTD. FDEC $8,078,164 89.05% 148,313
CITADEL ADVISORS LLC FDEC $993,532 10.95% 18,241