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Jim Saulnier & Associates’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Jim Saulnier & Associates’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
Q4 		– Sell
-5,148
Closed -$203K – 94
2024
Q3 		$203K Buy
+5,148
New +$200K 0.2% 81

Other funds holding DDEC

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
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Jim Saulnier & Associates's DDEC Position: Q4 2024 in Review

Jim Saulnier & Associates sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q4 2024, closing a stake of 5,148 shares — an estimated $203K sold.

Jim Saulnier & Associates first reported a position in DDEC in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 103 funds tracked by Wall St. Rank hold DDEC as of Q4 2024.

  • Jim Saulnier & Associates reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Jim Saulnier & Associates sold 5,148 FT Vest US Equity Deep Buffer ETF December shares in Q4 2024, an estimated $203K.
  • Jim Saulnier & Associates first reported a position in FT Vest US Equity Deep Buffer ETF December in Q3 2024 and held it in 1 quarter.
  • Jim Saulnier & Associates's FT Vest US Equity Deep Buffer ETF December position peaked at $203K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q4 2024.

Based on Jim Saulnier & Associates's 13F filing for Q4 2024, filed 22 Jan 2025.