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HBW Advisory Services’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

HBW Advisory Services’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
-13,405
Closed -$410K – 265
2022
Q4 		$410K Hold
13,405
– – 0.11% 176
2022
Q3 		$401K Buy
13,405
+425
+3% +$13K 0.11% 167
2022
Q2 		$388K Buy
+12,980
New +$401K 0.1% 167

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HBW Advisory Services's DDEC Position: Q1 2023 in Review

HBW Advisory Services sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2023, closing a stake of 13,405 shares — an estimated $410K sold.

HBW Advisory Services first reported a position in DDEC in Q2 2022 and held it in 3 quarters. The position peaked at $410K in Q4 2022. 65 funds tracked by Wall St. Rank hold DDEC as of Q1 2023.

  • HBW Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • HBW Advisory Services sold 13,405 FT Vest US Equity Deep Buffer ETF December shares in Q1 2023, an estimated $410K.
  • HBW Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2022 and held it in 3 quarters.
  • HBW Advisory Services's FT Vest US Equity Deep Buffer ETF December position peaked at $410K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2023.

Based on HBW Advisory Services's 13F filing for Q1 2023, filed 7 Apr 2023.