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Advisornet Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Advisornet Financial’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
Q1 		– Sell
-1,900
Closed -$56.5K – 2494
2022
Q4 		$56.5K Sell
1,900
-600
-24% -$17.5K 0.01% 758
2022
Q3 		$69K Sell
2,500
-100
-4% -$2.88K 0.01% 756
2022
Q2 		$73K Buy
2,600
+2,000
+333% +$57.9K 0.01% 768
2022
Q1 		$18K Buy
+600
New +$18K ﹤0.01% 1289

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Advisornet Financial's XDEC Position: Q1 2023 in Review

Advisornet Financial sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q1 2023, closing a stake of 1,900 shares — an estimated $56.5K sold.

Advisornet Financial first reported a position in XDEC in Q1 2022 and held it in 4 quarters. The position peaked at $73K in Q2 2022. 71 funds tracked by Wall St. Rank hold XDEC as of Q1 2023.

  • Advisornet Financial reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q1 2023 after selling out during the quarter.
  • Advisornet Financial sold 1,900 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2023, an estimated $56.5K.
  • Advisornet Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2022 and held it in 4 quarters.
  • Advisornet Financial's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $73K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.