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

OneDigital 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
2023
Q2 		– Sell
-8,181
Closed -$262K – 1021
2023
Q1 		$262K Buy
8,181
+1,250
+18% +$39.3K 0.01% 826
2022
Q4 		$212K Buy
+6,931
New +$211K 0.01% 761

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 $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's DDEC Position: Q2 2023 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2023, closing a stake of 8,181 shares — an estimated $262K sold.

OneDigital Investment Advisors first reported a position in DDEC in Q4 2022 and held it in 2 quarters. The position peaked at $262K in Q1 2023. 59 funds tracked by Wall St. Rank hold DDEC as of Q2 2023.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 8,181 FT Vest US Equity Deep Buffer ETF December shares in Q2 2023, an estimated $262K.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2022 and held it in 2 quarters.
  • OneDigital Investment Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $262K 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 OneDigital Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.