Blue Bell Private Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Blue Bell Private Wealth Management’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
2025 Q2	–	Sell	-1,313	Closed	-$51.4K	–	738
2025 Q1	$51.4K	Hold	1,313	–	–	0.01%	371
2024 Q4	$52.7K	Hold	1,313	–	–	0.01%	348
2024 Q3	$51.9K	Hold	1,313	–	–	0.01%	353
2024 Q2	$50.6K	Hold	1,313	–	–	0.01%	352
2024 Q1	$49.2K	Hold	1,313	–	–	0.01%	356
2023 Q4	$47K	Hold	1,313	–	–	0.01%	328
2023 Q3	$44.1K	Hold	1,313	–	–	0.01%	275
2023 Q2	$44.3K	Hold	1,313	–	–	0.01%	268
2023 Q1	$42K	Buy	+1,313	New	+$41.2K	0.01%	242

Other funds holding DDEC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Blue Bell Private Wealth Management's DDEC Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2025, closing a stake of 1,313 shares — an estimated $51.4K sold.

Blue Bell Private Wealth Management first reported a position in DDEC in Q1 2023 and held it in 9 quarters. The position peaked at $52.7K in Q4 2024. 104 funds tracked by Wall St. Rank hold DDEC as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 1,313 FT Vest US Equity Deep Buffer ETF December shares in Q2 2025, an estimated $51.4K.
Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2023 and held it in 9 quarters.
Blue Bell Private Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $52.7K in Q4 2024.
104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.