Grantvest Financial Group’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Grantvest Financial Group’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 Q1	$371K	Buy	8,368 +530	+7%	+$23.9K	0.24%	103
2025 Q4	$353K	Sell	7,838 -715	-8%	-$31.7K	0.23%	104
2025 Q3	$374K	Sell	8,553 -3,145	-27%	-$134K	0.26%	89
2025 Q2	$489K	Hold	11,698	–	–	0.36%	69
2025 Q1	$458K	Buy	+11,698	New	+$471K	0.37%	63

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Grantvest Financial Group's DDEC Position: Q1 2026 in Review

Grantvest Financial Group increased its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 6.8% in Q1 2026, buying an estimated $23.9K and bringing the position to 8,368 shares worth $371K. The position accounts for 0.24% of the portfolio, ranked #103.

Grantvest Financial Group first reported a position in DDEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $489K in Q2 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Grantvest Financial Group held 8,368 shares of FT Vest US Equity Deep Buffer ETF December worth $371K as of Q1 2026.
Grantvest Financial Group bought 530 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $23.9K.
FT Vest US Equity Deep Buffer ETF December made up 0.24% of Grantvest Financial Group's portfolio in Q1 2026, its #103 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2025 and has held it in 5 quarters since.
Grantvest Financial Group's FT Vest US Equity Deep Buffer ETF December position peaked at $489K in Q2 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.