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Strategic Asset Management’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Strategic Asset Management’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
2022
Q3 		$363K Sell
12,110
-65
-0.5% -$1.98K 0.63% 29
2022
Q2 		$364K Buy
12,175
+400
+3% +$12.3K 0.58% 33
2022
Q1 		$380K Hold
11,775
– – 0.54% 35
2021
Q4 		$386K Buy
11,775
+335
+3% +$10.9K 0.54% 38
2021
Q3 		$368K Buy
+11,440
New +$367K 0.52% 36

Other funds holding DDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Strategic Asset Management's DDEC Position: Q3 2022 in Review

Strategic Asset Management reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 0.53% in Q3 2022, selling an estimated $1.98K and leaving 12,110 shares worth $363K. The position accounts for 0.63% of the portfolio, ranked #29.

Strategic Asset Management first reported a position in DDEC in Q3 2021 and has held it in 5 quarters since. The position peaked at $386K in Q4 2021. 48 funds tracked by Wall St. Rank hold DDEC as of Q3 2022.

  • Strategic Asset Management held 12,110 shares of FT Vest US Equity Deep Buffer ETF December worth $363K as of Q3 2022.
  • Strategic Asset Management sold 65 FT Vest US Equity Deep Buffer ETF December shares in Q3 2022, an estimated $1.98K.
  • FT Vest US Equity Deep Buffer ETF December made up 0.63% of Strategic Asset Management's portfolio in Q3 2022, its #29 holding.
  • Strategic Asset Management first reported a position in FT Vest US Equity Deep Buffer ETF December in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's FT Vest US Equity Deep Buffer ETF December position peaked at $386K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.