Sequent Planning’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Sequent Planning’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	$221K	Buy	+4,992	New	+$225K	0.05%	225

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

Sequent Planning's DDEC Position: Q1 2026 in Review

Sequent Planning opened a new position in FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2026: 4,992 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #225 among its holdings.

127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Sequent Planning held 4,992 shares of FT Vest US Equity Deep Buffer ETF December worth $221K as of Q1 2026.
FT Vest US Equity Deep Buffer ETF December was a new Sequent Planning position in Q1 2026.
FT Vest US Equity Deep Buffer ETF December made up 0.05% of Sequent Planning's portfolio in Q1 2026, its #225 holding.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.