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Advisor Resource Council’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Advisor Resource Council’s Portfolio XDEC Stock Details XDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21,671
Closed -$707K – 179
2023
Q2 		$707K Sell
21,671
-56,715
-72% -$1.8M 0.32% 54
2023
Q1 		$2.45M Buy
+78,386
New +$2.4M 0.62% 36

Other funds holding XDEC

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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Advisor Resource Council's XDEC Position: Q3 2023 in Review

Advisor Resource Council sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q3 2023, closing a stake of 21,671 shares — an estimated $707K sold.

Advisor Resource Council first reported a position in XDEC in Q1 2023 and held it in 2 quarters. The position peaked at $2.45M in Q1 2023. 69 funds tracked by Wall St. Rank hold XDEC as of Q3 2023.

  • Advisor Resource Council reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q3 2023 after selling out during the quarter.
  • Advisor Resource Council sold 21,671 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q3 2023, an estimated $707K.
  • Advisor Resource Council first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and held it in 2 quarters.
  • Advisor Resource Council's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $2.45M in Q1 2023.
  • 69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q3 2023.

Based on Advisor Resource Council's 13F filing for Q3 2023, filed 25 Oct 2023.