Envestnet Portfolio Solutions
DDEC icon

Envestnet Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-6,353
Closed -$251K – 1738
2024
Q3 		$251K Buy
+6,353
New +$247K ﹤0.01% 1531

Other funds holding DDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Envestnet Portfolio Solutions's DDEC Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q4 2024, closing a stake of 6,353 shares — an estimated $251K sold.

Envestnet Portfolio Solutions first reported a position in DDEC in Q3 2024 and held it in 1 quarter. The position peaked at $251K in Q3 2024. 103 funds tracked by Wall St. Rank hold DDEC as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,353 FT Vest US Equity Deep Buffer ETF December shares in Q4 2024, an estimated $251K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF December in Q3 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's FT Vest US Equity Deep Buffer ETF December position peaked at $251K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.