Falcon Wealth Planning’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Falcon Wealth Planning’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 Q3	$807K	Hold	16,603	–	–	0.05%	119
2026 Q2	$787K	Hold	16,603	–	–	0.05%	115
2026 Q1	$735K	Hold	16,603	–	–	0.05%	104
2025 Q4	$749K	Buy	+16,603	New	+$736K	0.06%	93

Other funds holding DDEC

Decker Wealth Management LLC Nashville, Tennessee $493M AUM 21.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return

Falcon Wealth Planning's DDEC Position: Q3 2026 in Review

Falcon Wealth Planning held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q3 2026 at 16,603 shares worth $807K. The position accounts for 0.05% of the portfolio, ranked #119.

Falcon Wealth Planning first reported a position in DDEC in Q4 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold DDEC as of Q3 2026.

Falcon Wealth Planning held 16,603 shares of FT Vest US Equity Deep Buffer ETF December worth $807K as of Q3 2026.
Falcon Wealth Planning left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q3 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.05% of Falcon Wealth Planning's portfolio in Q3 2026, its #119 holding.
Falcon Wealth Planning first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
88 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.