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FSB Premier Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

FSB Premier Wealth Management’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
2023
Q1 		– Sell
-7,486
Closed -$229K – 149
2022
Q4 		$229K Sell
7,486
-800
-10% -$24.3K 0.13% 134
2022
Q3 		$248K Sell
8,286
-166
-2% -$5.06K 0.15% 120
2022
Q2 		$252K Buy
+8,452
New +$261K 0.14% 122

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

FSB Premier Wealth Management's DDEC Position: Q1 2023 in Review

FSB Premier Wealth Management sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2023, closing a stake of 7,486 shares — an estimated $229K sold.

FSB Premier Wealth Management first reported a position in DDEC in Q2 2022 and held it in 3 quarters. The position peaked at $252K in Q2 2022. 64 funds tracked by Wall St. Rank hold DDEC as of Q1 2023.

  • FSB Premier Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • FSB Premier Wealth Management sold 7,486 FT Vest US Equity Deep Buffer ETF December shares in Q1 2023, an estimated $229K.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2022 and held it in 3 quarters.
  • FSB Premier Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $252K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2023.

Based on FSB Premier Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.