Precedent Wealth Partners’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Precedent Wealth Partners’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	$1.63M	Buy	36,876 +27,119	+278%	+$1.22M	0.33%	90
2025 Q4	$440K	Hold	9,757	–	–	0.09%	132
2025 Q3	$427K	Sell	9,757 -25,988	-73%	-$1.11M	0.09%	134
2025 Q2	$1.49M	Buy	35,745 +19,553	+121%	+$779K	0.37%	78
2025 Q1	$634K	Hold	16,192	–	–	0.18%	113
2024 Q4	$650K	Buy	+16,192	New	+$647K	0.21%	106

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

Precedent Wealth Partners's DDEC Position: Q1 2026 in Review

Precedent Wealth Partners increased its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 278% in Q1 2026, buying an estimated $1.22M and bringing the position to 36,876 shares worth $1.63M. The position accounts for 0.33% of the portfolio, ranked #90.

Precedent Wealth Partners first reported a position in DDEC in Q4 2024 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Precedent Wealth Partners held 36,876 shares of FT Vest US Equity Deep Buffer ETF December worth $1.63M as of Q1 2026.
Precedent Wealth Partners bought 27,119 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $1.22M.
FT Vest US Equity Deep Buffer ETF December made up 0.33% of Precedent Wealth Partners's portfolio in Q1 2026, its #90 holding.
Precedent Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2024 and has held it in 6 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.