Mount Yale Investment Advisors’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Mount Yale Investment Advisors’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	$299K	Hold	6,763	–	–	0.01%	888
2025 Q4	$305K	Hold	6,763	–	–	0.01%	593
2025 Q3	$296K	Buy	+6,763	New	+$289K	0.02%	526

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M 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 $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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 $360M AUM 19.03% 1-Year Est. Return

HFM

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

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

Mount Yale Investment Advisors's DDEC Position: Q1 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Deep Buffer ETF December (DDEC) position steady in Q1 2026 at 6,763 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #888.

Mount Yale Investment Advisors first reported a position in DDEC in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 128 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Mount Yale Investment Advisors held 6,763 shares of FT Vest US Equity Deep Buffer ETF December worth $299K as of Q1 2026.
Mount Yale Investment Advisors 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 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #888 holding.
Mount Yale Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $305K in Q4 2025.
128 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.