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Alpha Financial Partners’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Alpha Financial Partners’s Portfolio DDEC Stock Details DDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16,940
Closed -$652K – 118
2024
Q2 		$652K Sell
16,940
-706
-4% -$26.6K 0.56% 27
2024
Q1 		$661K Buy
17,646
+2,721
+18% +$99.5K 0.6% 26
2023
Q4 		$534K Buy
+14,925
New +$515K 0.53% 29

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Alpha Financial Partners's DDEC Position: Q3 2024 in Review

Alpha Financial Partners sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2024, closing a stake of 16,940 shares — an estimated $652K sold.

Alpha Financial Partners first reported a position in DDEC in Q4 2023 and held it in 3 quarters. The position peaked at $661K in Q1 2024. 83 funds tracked by Wall St. Rank hold DDEC as of Q3 2024.

  • Alpha Financial Partners reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 16,940 FT Vest US Equity Deep Buffer ETF December shares in Q3 2024, an estimated $652K.
  • Alpha Financial Partners first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and held it in 3 quarters.
  • Alpha Financial Partners's FT Vest US Equity Deep Buffer ETF December position peaked at $661K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2024.

Based on Alpha Financial Partners's 13F filing for Q3 2024, filed 24 Oct 2024.