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 Q2	$216K	Sell	4,557 -142	-3%	-$6.61K	﹤0.01%	2187
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 $493M AUM 21.19% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Steward Partners Investment Advisory's DDEC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 3% in Q2 2026, selling an estimated $6.61K and leaving 4,557 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Steward Partners Investment Advisory first reported a position in DDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $238K in Q3 2025. 126 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Steward Partners Investment Advisory held 4,557 shares of FT Vest US Equity Deep Buffer ETF December worth $216K as of Q2 2026.
Steward Partners Investment Advisory sold 142 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $6.61K.
FT Vest US Equity Deep Buffer ETF December made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2187 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 15 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Deep Buffer ETF December position peaked at $238K in Q3 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.