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

WealthPLAN 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 Q1	–	Sell	-8,931	Closed	-$285K	–	1327
2022 Q4	$285K	Buy	+8,931	New	+$272K	0.02%	322
2022 Q1	$692K	Sell	22,439 -134,759	-86%	-$4.32M	0.05%	210
2021 Q4	$5.06M	Sell	157,198 -1,286	-0.8%	-$41.7K	0.33%	75
2021 Q3	$5.15M	Sell	158,484 -328,312	-67%	-$10.5M	0.34%	74
2021 Q2	$15.7M	Buy	486,796 +14,558	+3%	+$461K	1.1%	26
2021 Q1	$14.9M	Buy	472,238 +41,471	+10%	+$1.27M	1.16%	22
2020 Q4	$13.2M	Buy	+430,767	New	+$13.1M	1.12%	20

Other funds holding DDEC

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

KAS

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

WealthPLAN Partners's DDEC Position: Q1 2023 in Review

WealthPLAN Partners sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q1 2023, closing a stake of 8,931 shares — an estimated $285K sold.

WealthPLAN Partners first reported a position in DDEC in Q4 2020 and held it in 7 quarters. The position peaked at $15.7M in Q2 2021. 65 funds tracked by Wall St. Rank hold DDEC as of Q1 2023.

WealthPLAN Partners reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q1 2023 after selling out during the quarter.
WealthPLAN Partners sold 8,931 FT Vest US Equity Deep Buffer ETF December shares in Q1 2023, an estimated $285K.
WealthPLAN Partners first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2020 and held it in 7 quarters.
WealthPLAN Partners's FT Vest US Equity Deep Buffer ETF December position peaked at $15.7M in Q2 2021.
65 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q1 2023.

Based on WealthPLAN Partners's 13F filing for Q1 2023, filed 10 May 2023.