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

MinichMacGregor 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
2025 Q1	–	Sell	-48,900	Closed	-$1.96M	–	129
2024 Q4	$1.96M	Sell	48,900 -4,041	-8%	-$161K	0.41%	48
2024 Q3	$2.09M	Sell	52,941 -1,817	-3%	-$70.6K	0.45%	46
2024 Q2	$2.11M	Sell	54,758 -720	-1%	-$27.1K	0.51%	44
2024 Q1	$2.07M	Buy	55,478 +593	+1%	+$21.7K	0.53%	46
2023 Q4	$1.96M	Sell	54,885 -2,900	-5%	-$100K	0.57%	38
2023 Q3	$1.94M	Buy	57,785 +2,136	+4%	+$72.5K	0.64%	45
2023 Q2	$1.88M	Buy	+55,649	New	+$1.82M	0.59%	45

Other funds holding DDEC

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

BFG

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

HFM

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

MinichMacGregor Wealth Management's DDEC Position: Q1 2025 in Review

MinichMacGregor Wealth Management sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2025, closing a stake of 48,900 shares — an estimated $1.96M sold.

MinichMacGregor Wealth Management first reported a position in DDEC in Q2 2023 and held it in 7 quarters. The position peaked at $2.11M in Q2 2024. 104 funds tracked by Wall St. Rank hold DDEC as of Q1 2025.

MinichMacGregor Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 48,900 FT Vest US Equity Deep Buffer ETF December shares in Q1 2025, an estimated $1.96M.
MinichMacGregor Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2023 and held it in 7 quarters.
MinichMacGregor Wealth Management's FT Vest US Equity Deep Buffer ETF December position peaked at $2.11M in Q2 2024.
104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.