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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
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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PWP
Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Falcon Wealth Planning's DDEC Position: Q2 2026 in Review

Falcon Wealth Planning held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q2 2026 at 16,603 shares worth $787K. The position accounts for 0.05% of the portfolio, ranked #115.

Falcon Wealth Planning first reported a position in DDEC in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

  • Falcon Wealth Planning held 16,603 shares of FT Vest US Equity Deep Buffer ETF December worth $787K as of Q2 2026.
  • Falcon Wealth Planning left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q2 2026.
  • FT Vest US Equity Deep Buffer ETF December made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #115 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 3 quarters since.
  • 43 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.