Core Wealth Partners’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Core Wealth Partners’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
2025 Q3	–	Sell	-5,063	Closed	-$211K	–	185
2025 Q2	$211K	Buy	+5,063	New	+$202K	0.11%	160

Other funds holding DDEC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

BFG

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Core Wealth Partners's DDEC Position: Q3 2025 in Review

Core Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2025, closing a stake of 5,063 shares — an estimated $211K sold.

Core Wealth Partners first reported a position in DDEC in Q2 2025 and held it in 1 quarter. The position peaked at $211K in Q2 2025. 103 funds tracked by Wall St. Rank hold DDEC as of Q3 2025.

Core Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2025 after selling out during the quarter.
Core Wealth Partners sold 5,063 FT Vest US Equity Deep Buffer ETF December shares in Q3 2025, an estimated $211K.
Core Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2025 and held it in 1 quarter.
Core Wealth Partners's FT Vest US Equity Deep Buffer ETF December position peaked at $211K in Q2 2025.
103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2025.

Based on Core Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.