CFC Planning Company’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

CFC Planning Company’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 Q3	$1.14M	Sell	23,492 -843	-3%	-$40.5K	0.61%	43
2026 Q2	$1.15M	Buy	24,335 +1,680	+7%	+$78.2K	0.67%	42
2026 Q1	$1M	Buy	22,655 +3,377	+18%	+$152K	0.72%	40
2025 Q4	$869K	Sell	19,278 -638	-3%	-$28.3K	0.66%	43
2025 Q3	$872K	Buy	+19,916	New	+$851K	0.72%	35

Other funds holding DDEC

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

CFC Planning Company's DDEC Position: Q3 2026 in Review

CFC Planning Company reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 3.5% in Q3 2026, selling an estimated $40.5K and leaving 23,492 shares worth $1.14M. The position accounts for 0.61% of the portfolio, ranked #43.

CFC Planning Company first reported a position in DDEC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q2 2026. 107 funds tracked by Wall St. Rank hold DDEC as of Q3 2026.

CFC Planning Company held 23,492 shares of FT Vest US Equity Deep Buffer ETF December worth $1.14M as of Q3 2026.
CFC Planning Company sold 843 FT Vest US Equity Deep Buffer ETF December shares in Q3 2026, an estimated $40.5K.
FT Vest US Equity Deep Buffer ETF December made up 0.61% of CFC Planning Company's portfolio in Q3 2026, its #43 holding.
CFC Planning Company first reported a position in FT Vest US Equity Deep Buffer ETF December in Q3 2025 and has held it in 5 quarters since.
CFC Planning Company's FT Vest US Equity Deep Buffer ETF December position peaked at $1.15M in Q2 2026.
107 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.