Steward Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
5,431
+490
| +10% | +$20.5K | ﹤0.01% | 1700 |
|
|
2025
Q1 | $193K | Hold |
4,941
| – | – | ﹤0.01% | 1666 |
|
|
2024
Q4 | $198K | Hold |
4,941
| – | – | ﹤0.01% | 1620 |
|
|
2024
Q3 | $195K | Hold |
4,941
| – | – | ﹤0.01% | 1542 |
|
|
2024
Q2 | $190K | Buy |
4,941
+980
| +25% | +$37.7K | ﹤0.01% | 1472 |
|
|
2024
Q1 | $148K | Sell |
3,961
-122
| -3% | -$4.57K | ﹤0.01% | 1567 |
|
|
2023
Q4 | $146K | Sell |
4,083
-816
| -17% | -$29.2K | ﹤0.01% | 1512 |
|
|
2023
Q3 | $164K | Hold |
4,899
| – | – | ﹤0.01% | 1377 |
|
|
2023
Q2 | $165K | Hold |
4,899
| – | – | ﹤0.01% | 1367 |
|
|
2023
Q1 | $157K | Hold |
4,899
| – | – | ﹤0.01% | 1389 |
|
|
2022
Q4 | $150K | Buy |
+4,899
| New | +$150K | ﹤0.01% | 1374 |
|