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

Schulz Wealth’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 Q4	$583K	Sell	12,927 -773	-6%	-$34.2K	0.37%	38
2025 Q3	$600K	Hold	13,700	–	–	0.4%	35
2025 Q2	$572K	Sell	13,700 -1,857	-12%	-$74K	0.43%	35
2025 Q1	$609K	Hold	15,557	–	–	0.46%	31
2024 Q4	$624K	Sell	15,557 -1,372	-8%	-$54.8K	0.48%	28
2024 Q3	$669K	Hold	16,929	–	–	0.52%	28
2024 Q2	$652K	Hold	16,929	–	–	0.55%	26
2024 Q1	$634K	Sell	16,929 -11,364	-40%	-$416K	0.54%	25
2023 Q4	$1.01M	Buy	+28,293	New	+$977K	0.97%	19

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

KAS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

RFG

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

HFM

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

Schulz Wealth's DDEC Position: Q4 2025 in Review

Schulz Wealth reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 5.6% in Q4 2025, selling an estimated $34.2K and leaving 12,927 shares worth $583K. The position accounts for 0.37% of the portfolio, ranked #38.

Schulz Wealth first reported a position in DDEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2023. 117 funds tracked by Wall St. Rank hold DDEC as of Q4 2025.

Schulz Wealth held 12,927 shares of FT Vest US Equity Deep Buffer ETF December worth $583K as of Q4 2025.
Schulz Wealth sold 773 FT Vest US Equity Deep Buffer ETF December shares in Q4 2025, an estimated $34.2K.
FT Vest US Equity Deep Buffer ETF December made up 0.37% of Schulz Wealth's portfolio in Q4 2025, its #38 holding.
Schulz Wealth first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's FT Vest US Equity Deep Buffer ETF December position peaked at $1.01M in Q4 2023.
117 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.