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

Sigma Planning Corp’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
Q3 		– Sell
-11,540
Closed -$390K – 1219
2023
Q2 		$390K Sell
11,540
-154,318
-93% -$5.03M 0.01% 837
2023
Q1 		$5.31M Sell
165,858
-260
-0.2% -$8.17K 0.18% 123
2022
Q4 		$5.08M Buy
+166,118
New +$5.05M 0.18% 123

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Sigma Planning Corp's DDEC Position: Q3 2023 in Review

Sigma Planning Corp sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2023, closing a stake of 11,540 shares — an estimated $390K sold.

Sigma Planning Corp first reported a position in DDEC in Q4 2022 and held it in 3 quarters. The position peaked at $5.31M in Q1 2023. 57 funds tracked by Wall St. Rank hold DDEC as of Q3 2023.

  • Sigma Planning Corp reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 11,540 FT Vest US Equity Deep Buffer ETF December shares in Q3 2023, an estimated $390K.
  • Sigma Planning Corp first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2022 and held it in 3 quarters.
  • Sigma Planning Corp's FT Vest US Equity Deep Buffer ETF December position peaked at $5.31M in Q1 2023.
  • 57 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.