CPC
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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
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 $441M AUM
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFC Planning Company's DDEC Position: Q1 2026 in Review

CFC Planning Company increased its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 18% in Q1 2026, buying an estimated $152K and bringing the position to 22,655 shares worth $1M. The position accounts for 0.72% of the portfolio, ranked #40.

CFC Planning Company first reported a position in DDEC in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

  • CFC Planning Company held 22,655 shares of FT Vest US Equity Deep Buffer ETF December worth $1M as of Q1 2026.
  • CFC Planning Company bought 3,377 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $152K.
  • FT Vest US Equity Deep Buffer ETF December made up 0.72% of CFC Planning Company's portfolio in Q1 2026, its #40 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 3 quarters since.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.