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GeoWealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

GeoWealth 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
2024
Q1 		– Sell
-4,985
Closed -$178K – 858
2023
Q4 		$178K Buy
+4,985
New +$172K 0.01% 522
2022
Q4 		– Sell
-24,903
Closed -$746K – 357
2022
Q3 		$746K Buy
+24,903
New +$759K 0.08% 141

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

GeoWealth Management's DDEC Position: Q1 2024 in Review

GeoWealth Management sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2024, closing a stake of 4,985 shares — an estimated $178K sold.

GeoWealth Management first reported a position in DDEC in Q3 2022 and held it in 2 quarters. The position peaked at $746K in Q3 2022. 83 funds tracked by Wall St. Rank hold DDEC as of Q1 2024.

  • GeoWealth Management reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • GeoWealth Management sold 4,985 FT Vest US Equity Deep Buffer ETF December shares in Q1 2024, an estimated $178K.
  • GeoWealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q3 2022 and held it in 2 quarters.
  • GeoWealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $746K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2024.

Based on GeoWealth Management's 13F filing for Q1 2024, filed 15 May 2024.