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HM Payson & Co’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

HM Payson & Co’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
-400
Closed -$14.3K – 971
2023
Q4 		$14.3K Hold
400
– – ﹤0.01% 783
2023
Q3 		$13.4K Hold
400
– – ﹤0.01% 788
2023
Q2 		$13.5K Buy
+400
New +$13.1K ﹤0.01% 774

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 $3.06B AUM 30.02% 1-Year Est. Return

HM Payson & Co's DDEC Position: Q1 2024 in Review

HM Payson & Co sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2024, closing a stake of 400 shares — an estimated $14.3K sold.

HM Payson & Co first reported a position in DDEC in Q2 2023 and held it in 3 quarters. The position peaked at $14.3K in Q4 2023. 83 funds tracked by Wall St. Rank hold DDEC as of Q1 2024.

  • HM Payson & Co reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 400 FT Vest US Equity Deep Buffer ETF December shares in Q1 2024, an estimated $14.3K.
  • HM Payson & Co first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2023 and held it in 3 quarters.
  • HM Payson & Co's FT Vest US Equity Deep Buffer ETF December position peaked at $14.3K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.