Foundations Investment Advisors’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Foundations Investment 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
2022 Q3	–	Sell	-21,598	Closed	-$649K	–	405
2022 Q2	$649K	Hold	21,598	–	–	0.03%	193
2022 Q1	$686K	Hold	21,598	–	–	0.03%	160
2021 Q4	$709K	Sell	21,598 -13,084	-38%	-$424K	0.03%	160
2021 Q3	$1.11M	Sell	34,682 -15,441	-31%	-$496K	0.05%	103
2021 Q2	$1.6M	Buy	50,123 +124	+0.2%	+$3.92K	0.08%	84
2021 Q1	$1.57M	Buy	+49,999	New	+$1.54M	0.09%	71

Other funds holding DDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Foundations Investment Advisors's DDEC Position: Q3 2022 in Review

Foundations Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2022, closing a stake of 21,598 shares — an estimated $649K sold.

Foundations Investment Advisors first reported a position in DDEC in Q1 2021 and held it in 6 quarters. The position peaked at $1.6M in Q2 2021. 48 funds tracked by Wall St. Rank hold DDEC as of Q3 2022.

Foundations Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2022 after selling out during the quarter.
Foundations Investment Advisors sold 21,598 FT Vest US Equity Deep Buffer ETF December shares in Q3 2022, an estimated $649K.
Foundations Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2021 and held it in 6 quarters.
Foundations Investment Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $1.6M in Q2 2021.
48 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2022.

Based on Foundations Investment Advisors's 13F filing for Q3 2022, filed 19 Oct 2022.