Patriot Financial Group Insurance Agency’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-7,382	Closed	-$327K	–	533
2026 Q1	$327K	Buy	+7,382	New	+$332K	0.02%	545
2023 Q3	–	Sell	-6,650	Closed	-$225K	–	466
2023 Q2	$225K	Hold	6,650	–	–	0.04%	408
2023 Q1	$213K	Sell	6,650 -14,500	-69%	-$456K	0.04%	409
2022 Q4	$647K	Buy	21,150 +10,000	+90%	+$304K	0.09%	162
2022 Q3	$334K	Buy	11,150 +11,085	+17,054%	+$338K	0.08%	274
2022 Q2	$2K	Buy	+65	New	+$2.01K	﹤0.01%	1737
2021 Q2	–	Sell	-5,318	Closed	-$166K	–	2086
2021 Q1	$166K	Buy	+5,318	New	+$163K	0.04%	430

Other funds holding DDEC

DWML

Decker Wealth Management LLC Nashville, Tennessee $471M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

HFM

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DDEC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2026, closing a stake of 7,382 shares — an estimated $327K sold.

Patriot Financial Group Insurance Agency first reported a position in DDEC in Q1 2021 and held it in 7 quarters. The position peaked at $647K in Q4 2022. 58 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 7,382 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $327K.
Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Deep Buffer ETF December in Q1 2021 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's FT Vest US Equity Deep Buffer ETF December position peaked at $647K in Q4 2022.
58 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.