Brass Tax Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Brass Tax 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 Q3	$823K	Sell	18,798 -1,206	-6%	-$51.5K	0.14%	73
2025 Q2	$835K	Hold	20,004	–	–	0.16%	68
2025 Q1	$783K	Hold	20,004	–	–	0.16%	71
2024 Q4	$803K	Hold	20,004	–	–	0.17%	64
2024 Q3	$790K	Sell	20,004 -31	-0.2%	-$1.21K	0.17%	63
2024 Q2	$772K	Sell	20,035 -476	-2%	-$17.9K	0.33%	45
2024 Q1	$769K	Buy	+20,511	New	+$750K	0.4%	36

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

HFM

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

RFG

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Brass Tax Wealth Management's DDEC Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 6% in Q3 2025, selling an estimated $51.5K and leaving 18,798 shares worth $823K. The position accounts for 0.14% of the portfolio, ranked #73.

Brass Tax Wealth Management first reported a position in DDEC in Q1 2024 and has held it in 7 quarters since. The position peaked at $835K in Q2 2025. 103 funds tracked by Wall St. Rank hold DDEC as of Q3 2025.

Brass Tax Wealth Management held 18,798 shares of FT Vest US Equity Deep Buffer ETF December worth $823K as of Q3 2025.
Brass Tax Wealth Management sold 1,206 FT Vest US Equity Deep Buffer ETF December shares in Q3 2025, an estimated $51.5K.
FT Vest US Equity Deep Buffer ETF December made up 0.14% of Brass Tax Wealth Management's portfolio in Q3 2025, its #73 holding.
Brass Tax Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2024 and has held it in 7 quarters since.
Brass Tax Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $835K in Q2 2025.
103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.