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TRUADVICE’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-33,725
Closed -$1.08M – 157
2021
Q2 		$1.08M Sell
33,725
-1,960
-5% -$62K 0.24% 101
2021
Q1 		$1.13M Buy
35,685
+907
+3% +$27.9K 0.33% 70
2020
Q4 		$1.05M Buy
+34,778
New +$1.06M 0.32% 75

Other funds holding DDEC

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAS
Cascadia Advisory Services Portland, Oregon $493M AUM
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRUADVICE's DDEC Position: Q3 2021 in Review

TRUADVICE sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q3 2021, closing a stake of 33,725 shares — an estimated $1.08M sold.

TRUADVICE first reported a position in DDEC in Q4 2020 and held it in 3 quarters. The position peaked at $1.13M in Q1 2021. 17 funds tracked by Wall St. Rank hold DDEC as of Q3 2021.

  • TRUADVICE reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 33,725 FT Vest US Equity Deep Buffer ETF December shares in Q3 2021, an estimated $1.08M.
  • TRUADVICE first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2020 and held it in 3 quarters.
  • TRUADVICE's FT Vest US Equity Deep Buffer ETF December position peaked at $1.13M in Q1 2021.
  • 17 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.