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

McKinley Carter 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
2026 Q1	$434K	Hold	9,800	–	–	0.03%	228
2025 Q4	$442K	Hold	9,800	–	–	0.02%	232
2025 Q3	$429K	Hold	9,800	–	–	0.02%	234
2025 Q2	$409K	Hold	9,800	–	–	0.02%	234
2025 Q1	$384K	Hold	9,800	–	–	0.02%	238
2024 Q4	$393K	Hold	9,800	–	–	0.02%	226
2024 Q3	$387K	Hold	9,800	–	–	0.02%	230
2024 Q2	$377K	Hold	9,800	–	–	0.02%	232
2024 Q1	$367K	Hold	9,800	–	–	0.02%	236
2023 Q4	$350K	Buy	9,800 +1,400	+17%	+$48.3K	0.03%	238
2023 Q3	$282K	Hold	8,400	–	–	0.02%	252
2023 Q2	$284K	Hold	8,400	–	–	0.02%	251
2023 Q1	$269K	Hold	8,400	–	–	0.02%	257
2022 Q4	$257K	Buy	8,400 +800	+11%	+$24.3K	0.02%	261
2022 Q3	$228K	Hold	7,600	–	–	0.02%	262
2022 Q2	$227K	Hold	7,600	–	–	0.02%	274
2022 Q1	$245K	Hold	7,600	–	–	0.02%	261
2021 Q4	$249K	Buy	+7,600	New	+$246K	0.02%	263

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $441M AUM

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McKinley Carter Wealth Services's DDEC Position: Q1 2026 in Review

McKinley Carter Wealth Services held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q1 2026 at 9,800 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #228.

McKinley Carter Wealth Services first reported a position in DDEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $442K in Q4 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

McKinley Carter Wealth Services held 9,800 shares of FT Vest US Equity Deep Buffer ETF December worth $434K as of Q1 2026.
McKinley Carter Wealth Services left its FT Vest US Equity Deep Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #228 holding.
McKinley Carter Wealth Services first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2021 and has held it in 18 quarters since.
McKinley Carter Wealth Services's FT Vest US Equity Deep Buffer ETF December position peaked at $442K in Q4 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.