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

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Lakeridge Wealth Management's DDEC Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2026: 4,415 shares worth $209K. The stake represents 0.08% of the portfolio and ranks #178 among its holdings. This is a return to the name: Lakeridge Wealth Management previously reported a position in DDEC as recently as Q3 2025.

Lakeridge Wealth Management first reported a position in DDEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $264K in Q4 2024. 127 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Lakeridge Wealth Management held 4,415 shares of FT Vest US Equity Deep Buffer ETF December worth $209K as of Q2 2026.
FT Vest US Equity Deep Buffer ETF December was a new Lakeridge Wealth Management position in Q2 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.08% of Lakeridge Wealth Management's portfolio in Q2 2026, its #178 holding.
Lakeridge Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and has held it in 9 quarters since.
Lakeridge Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $264K in Q4 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.