EP Wealth Advisors’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

EP Wealth Advisors’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 Q2	$169K	Buy	+4,045	New	+$161K	﹤0.01%	1293

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

BFG

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

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

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 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

EP Wealth Advisors's DDEC Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2025: 4,045 shares worth $169K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings.

104 funds tracked by Wall St. Rank hold DDEC as of Q2 2025.

EP Wealth Advisors held 4,045 shares of FT Vest US Equity Deep Buffer ETF December worth $169K as of Q2 2025.
FT Vest US Equity Deep Buffer ETF December was a new EP Wealth Advisors position in Q2 2025.
FT Vest US Equity Deep Buffer ETF December made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1293 holding.
104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.