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

Waverly 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
2026
Q1 		$791K Sell
17,869
-34
-0.2% -$1.53K 0.01% 904
2025
Q4 		$807K Buy
+17,903
New +$793K 0.01% 827

Other funds holding DDEC

DWML
Decker Wealth Management LLC Nashville, Tennessee $441M AUM
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors's DDEC Position: Q1 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 0.19% in Q1 2026, selling an estimated $1.53K and leaving 17,869 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #904.

Waverly Advisors first reported a position in DDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $807K in Q4 2025. 127 funds tracked by Wall St. Rank hold DDEC as of Q1 2026.

  • Waverly Advisors held 17,869 shares of FT Vest US Equity Deep Buffer ETF December worth $791K as of Q1 2026.
  • Waverly Advisors sold 34 FT Vest US Equity Deep Buffer ETF December shares in Q1 2026, an estimated $1.53K.
  • FT Vest US Equity Deep Buffer ETF December made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #904 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's FT Vest US Equity Deep Buffer ETF December position peaked at $807K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.