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

Turtle Creek 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
2024 Q2	–	Sell	-3,365	Closed	-$126K	–	196
2024 Q1	$126K	Hold	3,365	–	–	0.03%	155
2023 Q4	$120K	Buy	+3,365	New	+$116K	0.04%	177

Other funds holding DDEC

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Turtle Creek Wealth Advisors's DDEC Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q2 2024, closing a stake of 3,365 shares — an estimated $126K sold.

Turtle Creek Wealth Advisors first reported a position in DDEC in Q4 2023 and held it in 2 quarters. The position peaked at $126K in Q1 2024. 83 funds tracked by Wall St. Rank hold DDEC as of Q2 2024.

Turtle Creek Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q2 2024 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 3,365 FT Vest US Equity Deep Buffer ETF December shares in Q2 2024, an estimated $126K.
Turtle Creek Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $126K in Q1 2024.
83 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.