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 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

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HFM

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

CFC Planning Company's DDEC Position: Q2 2026 in Review

CFC Planning Company increased its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 7.4% in Q2 2026, buying an estimated $78.2K and bringing the position to 24,335 shares worth $1.15M. The position accounts for 0.67% of the portfolio, ranked #42.

CFC Planning Company first reported a position in DDEC in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

CFC Planning Company held 24,335 shares of FT Vest US Equity Deep Buffer ETF December worth $1.15M as of Q2 2026.
CFC Planning Company bought 1,680 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $78.2K.
FT Vest US Equity Deep Buffer ETF December made up 0.67% of CFC Planning Company's portfolio in Q2 2026, its #42 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 4 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.