BFG
DDEC icon

Beacon Financial Group’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Beacon Financial Group’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 		$2.09M Sell
44,039
-2,827
-6% -$132K 0.19% 118
2026
Q1 		$2.08M Sell
46,866
-55,284
-54% -$2.49M 0.21% 110
2025
Q4 		$4.61M Sell
102,150
-4,610
-4% -$204K 0.46% 53
2025
Q3 		$4.67M Sell
106,760
-16,883
-14% -$721K 0.46% 57
2025
Q2 		$5.16M Sell
123,643
-11,806
-9% -$470K 0.54% 50
2025
Q1 		$5.3M Buy
135,449
+1,539
+1% +$61.9K 0.58% 48
2024
Q4 		$5.38M Buy
133,910
+81,130
+154% +$3.24M 0.58% 43
2024
Q3 		$2.08M Sell
52,780
-12,171
-19% -$473K 0.23% 108
2024
Q2 		$2.5M Sell
64,951
-16,536
-20% -$623K 0.28% 90
2024
Q1 		$3.05M Sell
81,487
-3,872
-5% -$142K 0.35% 78
2023
Q4 		$3.05M Buy
+85,359
New +$2.95M 0.37% 73

Other funds holding DDEC

RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Beacon Financial Group's DDEC Position: Q2 2026 in Review

Beacon Financial Group reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 6% in Q2 2026, selling an estimated $132K and leaving 44,039 shares worth $2.09M. The position accounts for 0.19% of the portfolio, ranked #118.

Beacon Financial Group first reported a position in DDEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.38M in Q4 2024. 22 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

  • Beacon Financial Group held 44,039 shares of FT Vest US Equity Deep Buffer ETF December worth $2.09M as of Q2 2026.
  • Beacon Financial Group sold 2,827 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $132K.
  • FT Vest US Equity Deep Buffer ETF December made up 0.19% of Beacon Financial Group's portfolio in Q2 2026, its #118 holding.
  • Beacon Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
  • Beacon Financial Group's FT Vest US Equity Deep Buffer ETF December position peaked at $5.38M in Q4 2024.
  • 22 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.