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Kestra Private Wealth Services’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Kestra Private Wealth 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
2022
Q3 		– Sell
-75,277
Closed -$2.25M – 921
2022
Q2 		$2.25M Buy
+75,277
New +$2.32M 0.13% 188

Other funds holding DDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Kestra Private Wealth Services's DDEC Position: Q3 2022 in Review

Kestra Private Wealth Services sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2022, closing a stake of 75,277 shares — an estimated $2.25M sold.

Kestra Private Wealth Services first reported a position in DDEC in Q2 2022 and held it in 1 quarter. The position peaked at $2.25M in Q2 2022. 48 funds tracked by Wall St. Rank hold DDEC as of Q3 2022.

  • Kestra Private Wealth Services reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2022 after selling out during the quarter.
  • Kestra Private Wealth Services sold 75,277 FT Vest US Equity Deep Buffer ETF December shares in Q3 2022, an estimated $2.25M.
  • Kestra Private Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2022 and held it in 1 quarter.
  • Kestra Private Wealth Services's FT Vest US Equity Deep Buffer ETF December position peaked at $2.25M in Q2 2022.
  • 48 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2022.

Based on Kestra Private Wealth Services's 13F filing for Q3 2022, filed 14 Nov 2022.