Capital Investment Advisory Services’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Capital Investment Advisory Services’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	$327K	Sell	6,894 -119	-2%	-$5.54K	0.02%	556
2026 Q1	$311K	Hold	7,013	–	–	0.02%	505
2025 Q4	$316K	Buy	7,013 +4,524	+182%	+$200K	0.02%	495
2025 Q3	$109K	Hold	2,489	–	–	0.01%	667
2025 Q2	$104K	Sell	2,489 -75	-3%	-$2.99K	0.01%	643
2025 Q1	$100K	Hold	2,564	–	–	0.01%	616
2024 Q4	$103K	Sell	2,564 -989	-28%	-$39.5K	0.01%	565
2024 Q3	$140K	Sell	3,553 -2,060	-37%	-$80.1K	0.01%	545
2024 Q2	$216K	Hold	5,613	–	–	0.02%	478
2024 Q1	$210K	Buy	5,613 +700	+14%	+$25.6K	0.02%	473
2023 Q4	$176K	Buy	+4,913	New	+$170K	0.02%	508

Other funds holding DDEC

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

BFG

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 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

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

Capital Investment Advisory Services's DDEC Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 1.7% in Q2 2026, selling an estimated $5.54K and leaving 6,894 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #556.

Capital Investment Advisory Services first reported a position in DDEC in Q4 2023 and has held it in 11 quarters since. 33 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Capital Investment Advisory Services held 6,894 shares of FT Vest US Equity Deep Buffer ETF December worth $327K as of Q2 2026.
Capital Investment Advisory Services sold 119 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $5.54K.
FT Vest US Equity Deep Buffer ETF December made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #556 holding.
Capital Investment Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and has held it in 11 quarters since.
33 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.