ATX Financial Planning’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

ATX Financial Planning’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
2026 Q2	$340K	Buy	7,175 +990	+16%	+$46.1K	0.23%	66
2026 Q1	$274K	Sell	6,185 -1,695	-22%	-$76.3K	0.21%	71
2025 Q4	$355K	Buy	+7,880	New	+$349K	0.27%	67

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

ATX Financial Planning's DDEC Position: Q2 2026 in Review

ATX Financial Planning increased its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 16% in Q2 2026, buying an estimated $46.1K and bringing the position to 7,175 shares worth $340K. The position accounts for 0.23% of the portfolio, ranked #66.

ATX Financial Planning first reported a position in DDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 126 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

ATX Financial Planning held 7,175 shares of FT Vest US Equity Deep Buffer ETF December worth $340K as of Q2 2026.
ATX Financial Planning bought 990 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $46.1K.
FT Vest US Equity Deep Buffer ETF December made up 0.23% of ATX Financial Planning's portfolio in Q2 2026, its #66 holding.
ATX Financial Planning first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
ATX Financial Planning's FT Vest US Equity Deep Buffer ETF December position peaked at $355K in Q4 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.