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Summit Financial Wealth Advisors’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Summit Financial Wealth Advisors’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
2023
Q2 		– Sell
-35,700
Closed -$1.14M – 123
2023
Q1 		$1.14M Hold
35,700
– – 0.27% 52
2022
Q4 		$1.09M Sell
35,700
-30,200
-46% -$919K 0.26% 53
2022
Q3 		$2M Hold
65,900
– – 0.58% 33
2022
Q2 		$2M Buy
+65,900
New +$2.03M 0.48% 38

Other funds holding DDEC

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial Wealth Advisors's DDEC Position: Q2 2023 in Review

Summit Financial Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2023, closing a stake of 35,700 shares — an estimated $1.14M sold.

Summit Financial Wealth Advisors first reported a position in DDEC in Q2 2022 and held it in 4 quarters. The position peaked at $2M in Q3 2022. 59 funds tracked by Wall St. Rank hold DDEC as of Q2 2023.

  • Summit Financial Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 35,700 FT Vest US Equity Deep Buffer ETF December shares in Q2 2023, an estimated $1.14M.
  • Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2022 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $2M in Q3 2022.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2023.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.