Comprehensive Financial Consultants Institutional’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Comprehensive Financial Consultants Institutional’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	$210K	Sell	4,440 -334	-7%	-$15.6K	0.06%	199
2026 Q1	$211K	Sell	4,774 -111	-2%	-$5K	0.06%	185
2025 Q4	$220K	Buy	+4,885	New	+$216K	0.07%	183
2023 Q2	–	Sell	-22,999	Closed	-$736K	–	166
2023 Q1	$736K	Hold	22,999	–	–	0.42%	91
2022 Q4	$717K	Sell	22,999 -164	-0.7%	-$4.99K	0.43%	89
2022 Q3	$699K	Buy	23,163 +1,913	+9%	+$58.3K	0.46%	85
2022 Q2	$638K	Hold	21,250	–	–	0.45%	84
2022 Q1	$657K	Buy	21,250 +6,876	+48%	+$220K	0.46%	84
2021 Q4	$457K	Buy	+14,374	New	+$466K	0.29%	101

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's DDEC Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 7% in Q2 2026, selling an estimated $15.6K and leaving 4,440 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #199.

Comprehensive Financial Consultants Institutional first reported a position in DDEC in Q4 2021 and has held it in 9 quarters since. The position peaked at $736K in Q1 2023. 22 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Comprehensive Financial Consultants Institutional held 4,440 shares of FT Vest US Equity Deep Buffer ETF December worth $210K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 334 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $15.6K.
FT Vest US Equity Deep Buffer ETF December made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #199 holding.
Comprehensive Financial Consultants Institutional first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2021 and has held it in 9 quarters since.
Comprehensive Financial Consultants Institutional's FT Vest US Equity Deep Buffer ETF December position peaked at $736K in Q1 2023.
22 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.