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 Q2	$840K	Sell	17,733 -136	-0.8%	-$6.33K	﹤0.01%	953
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 $493M AUM 21.19% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Waverly Advisors's DDEC Position: Q2 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Deep Buffer ETF December (DDEC) stake by 0.76% in Q2 2026, selling an estimated $6.33K and leaving 17,733 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Waverly Advisors first reported a position in DDEC in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold DDEC as of Q2 2026.

Waverly Advisors held 17,733 shares of FT Vest US Equity Deep Buffer ETF December worth $840K as of Q2 2026.
Waverly Advisors sold 136 FT Vest US Equity Deep Buffer ETF December shares in Q2 2026, an estimated $6.33K.
FT Vest US Equity Deep Buffer ETF December made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #953 holding.
Waverly Advisors first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
126 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.