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

LJI 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
2023
Q2 		– Sell
-13,700
Closed -$438K – 183
2023
Q1 		$438K Buy
+13,700
New +$430K 0.14% 80

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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 $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LJI Wealth Management's DDEC Position: Q2 2023 in Review

LJI Wealth Management sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2023, closing a stake of 13,700 shares — an estimated $438K sold.

LJI Wealth Management first reported a position in DDEC in Q1 2023 and held it in 1 quarter. The position peaked at $438K in Q1 2023. 59 funds tracked by Wall St. Rank hold DDEC as of Q2 2023.

  • LJI Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • LJI Wealth Management sold 13,700 FT Vest US Equity Deep Buffer ETF December shares in Q2 2023, an estimated $438K.
  • LJI Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2023 and held it in 1 quarter.
  • LJI Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $438K in Q1 2023.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2023.

Based on LJI Wealth Management's 13F filing for Q2 2023, filed 2 Feb 2024.