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

Summit Wealth Partners’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
-14,974
Closed -$479K – 185
2023
Q1 		$479K Sell
14,974
-2,550
-15% -$80.1K 0.12% 107
2022
Q4 		$536K Sell
17,524
-1,588
-8% -$48.3K 0.14% 102
2022
Q3 		$572K Hold
19,112
– – 0.16% 79
2022
Q2 		$572K Sell
19,112
-432
-2% -$13.3K 0.15% 81
2022
Q1 		$631K Buy
19,544
+9,069
+87% +$290K 0.14% 79
2021
Q4 		$344K Buy
+10,475
New +$340K 0.07% 117

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 $3.06B AUM 30.02% 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 Wealth Partners's DDEC Position: Q2 2023 in Review

Summit Wealth Partners sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2023, closing a stake of 14,974 shares — an estimated $479K sold.

Summit Wealth Partners first reported a position in DDEC in Q4 2021 and held it in 6 quarters. The position peaked at $631K in Q1 2022. 59 funds tracked by Wall St. Rank hold DDEC as of Q2 2023.

  • Summit Wealth Partners reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 14,974 FT Vest US Equity Deep Buffer ETF December shares in Q2 2023, an estimated $479K.
  • Summit Wealth Partners first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2021 and held it in 6 quarters.
  • Summit Wealth Partners's FT Vest US Equity Deep Buffer ETF December position peaked at $631K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2023.

Based on Summit Wealth Partners's 13F filing for Q2 2023, filed 11 Sep 2024.