Lakeridge Wealth Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Lakeridge Wealth Management’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
2026 Q2	$209K	Buy	+4,415	New	+$206K	0.08%	178
2025 Q4	–	Sell	-5,615	Closed	-$246K	–	160
2025 Q3	$246K	Hold	5,615	–	–	0.11%	130
2025 Q2	$234K	Hold	5,615	–	–	0.11%	136
2025 Q1	$220K	Sell	5,615 -950	-14%	-$38.2K	0.11%	144
2024 Q4	$264K	Hold	6,565	–	–	0.14%	127
2024 Q3	$259K	Hold	6,565	–	–	0.14%	124
2024 Q2	$253K	Hold	6,565	–	–	0.15%	120
2024 Q1	$246K	Hold	6,565	–	–	0.16%	112
2023 Q4	$235K	Buy	+6,565	New	+$227K	0.17%	107

Other funds holding DDEC

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return