DFP
DECM

Defined Financial Planning’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Defined Financial Planning’s Portfolio DECM Stock Details DECM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$957K Buy
29,595
+7,797
+36% +$249K 0.79% 25
2025
Q2 		$689K Buy
+21,798
New +$673K 0.61% 28

Other funds holding DECM

PWP
Precedent Wealth Partners Houston, Texas $500M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Defined Financial Planning's DECM Position: Q3 2025 in Review

Defined Financial Planning increased its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 36% in Q3 2025, buying an estimated $249K and bringing the position to 29,595 shares worth $957K. The position accounts for 0.79% of the portfolio, ranked #25.

Defined Financial Planning first reported a position in DECM in Q2 2025 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold DECM as of Q3 2025.

  • Defined Financial Planning held 29,595 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $957K as of Q3 2025.
  • Defined Financial Planning bought 7,797 FT Vest U.S. Equity Max Buffer ETF - December shares in Q3 2025, an estimated $249K.
  • FT Vest U.S. Equity Max Buffer ETF - December made up 0.79% of Defined Financial Planning's portfolio in Q3 2025, its #25 holding.
  • Defined Financial Planning first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q2 2025 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.