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

SMART 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
2024
Q1 		– Sell
-403,796
Closed -$14.4M – 121
2023
Q4 		$14.4M Buy
+403,796
New +$13.9M 7.89% 3

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

SMART Wealth's DDEC Position: Q1 2024 in Review

SMART Wealth sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2024, closing a stake of 403,796 shares — an estimated $14.4M sold.

SMART Wealth first reported a position in DDEC in Q4 2023 and held it in 1 quarter. The position peaked at $14.4M in Q4 2023. 83 funds tracked by Wall St. Rank hold DDEC as of Q1 2024.

  • SMART Wealth reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • SMART Wealth sold 403,796 FT Vest US Equity Deep Buffer ETF December shares in Q1 2024, an estimated $14.4M.
  • SMART Wealth first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and held it in 1 quarter.
  • SMART Wealth's FT Vest US Equity Deep Buffer ETF December position peaked at $14.4M in Q4 2023.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.