GVAG
DDEC icon

Great Valley Advisor Group’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Great Valley Advisor 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
2025
Q3 		– Sell
-6,450
Closed -$269K – 931
2025
Q2 		$269K Buy
+6,450
New +$257K 0.01% 772

Other funds holding DDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Great Valley Advisor Group's DDEC Position: Q3 2025 in Review

Great Valley Advisor Group sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2025, closing a stake of 6,450 shares — an estimated $269K sold.

Great Valley Advisor Group first reported a position in DDEC in Q2 2025 and held it in 1 quarter. The position peaked at $269K in Q2 2025. 103 funds tracked by Wall St. Rank hold DDEC as of Q3 2025.

  • Great Valley Advisor Group reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 6,450 FT Vest US Equity Deep Buffer ETF December shares in Q3 2025, an estimated $269K.
  • Great Valley Advisor Group first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2025 and held it in 1 quarter.
  • Great Valley Advisor Group's FT Vest US Equity Deep Buffer ETF December position peaked at $269K in Q2 2025.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.