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Mayfair Advisory Group’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Mayfair Advisory Group’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
Q3 		– Sell
-7,536
Closed -$293K – 156
2024
Q2 		$293K Sell
7,536
-13,628
-64% -$513K 0.2% 101
2024
Q1 		$793K Buy
+21,164
New +$774K 0.58% 34

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Mayfair Advisory Group's DDEC Position: Q3 2024 in Review

Mayfair Advisory Group sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2024, closing a stake of 7,536 shares — an estimated $293K sold.

Mayfair Advisory Group first reported a position in DDEC in Q1 2024 and held it in 2 quarters. The position peaked at $793K in Q1 2024. 83 funds tracked by Wall St. Rank hold DDEC as of Q3 2024.

  • Mayfair Advisory Group reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Mayfair Advisory Group sold 7,536 FT Vest US Equity Deep Buffer ETF December shares in Q3 2024, an estimated $293K.
  • Mayfair Advisory Group first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2024 and held it in 2 quarters.
  • Mayfair Advisory Group's FT Vest US Equity Deep Buffer ETF December position peaked at $793K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2024.

Based on Mayfair Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.