Steward Partners Investment Advisory’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Steward Partners Investment Advisory’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	$208K	Sell	4,699 -38	-0.8%	-$1.71K	﹤0.01%	2002
2025 Q4	$214K	Sell	4,737 -694	-13%	-$30.7K	﹤0.01%	1900
2025 Q3	$238K	Hold	5,431	–	–	﹤0.01%	1780
2025 Q2	$227K	Buy	5,431 +490	+10%	+$19.5K	﹤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%	+$36.9K	﹤0.01%	1472
2024 Q1	$148K	Sell	3,961 -122	-3%	-$4.46K	﹤0.01%	1567
2023 Q4	$146K	Sell	4,083 -816	-17%	-$28.2K	﹤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	+$149K	﹤0.01%	1374

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

Steward Partners Investment Advisory's DDEC Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 0.8% in Q1 2026, selling an estimated $1.71K and leaving 4,699 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Steward Partners Investment Advisory first reported a position in DDEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $238K in Q3 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

Steward Partners Investment Advisory held 4,699 shares of FT Vest US Equity Deep Buffer ETF December worth $208K as of Q1 2026.
Steward Partners Investment Advisory sold 38 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $1.71K.
FT Vest US Equity Deep Buffer ETF December made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2002 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF December position peaked at $238K in Q3 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.