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	1.13%	20

Other funds holding DDEC

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return

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

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return