Capital Analysts LLC
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Capital Analysts LLC’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Capital Analysts LLC’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
2023
Q1 		– Sell
-494
Closed -$15K – 988
2022
Q4 		$15K Buy
+494
New +$15K ﹤0.01% 803

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Capital Analysts LLC's DDEC Position: Q1 2023 in Review

Capital Analysts LLC sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2023, closing a stake of 494 shares — an estimated $15K sold.

Capital Analysts LLC first reported a position in DDEC in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 65 funds tracked by Wall St. Rank hold DDEC as of Q1 2023.

  • Capital Analysts LLC reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 494 FT Vest US Equity Deep Buffer ETF December shares in Q1 2023, an estimated $15K.
  • Capital Analysts LLC first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2022 and held it in 1 quarter.
  • Capital Analysts LLC's FT Vest US Equity Deep Buffer ETF December position peaked at $15K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.