Avantax Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Avantax Advisory Services’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
2024 Q3	–	Sell	-6,746	Closed	-$243K	–	2208
2024 Q2	$243K	Sell	6,746 -3,800	-36%	-$135K	﹤0.01%	1835
2024 Q1	$372K	Buy	10,546 +463	+5%	+$16.1K	﹤0.01%	1183
2023 Q4	$343K	Sell	10,083 -798	-7%	-$26.7K	﹤0.01%	1165
2023 Q3	$358K	Sell	10,881 -304	-3%	-$10K	﹤0.01%	1099
2023 Q2	$365K	Sell	11,185 -35,633	-76%	-$1.13M	﹤0.01%	1081
2023 Q1	$1.46M	Sell	46,818 -25,158	-35%	-$771K	0.02%	533
2022 Q4	$2.14M	Buy	71,976 +42,372	+143%	+$1.23M	0.03%	405
2022 Q3	$816K	Buy	29,604 +1,182	+4%	+$34.1K	0.01%	623
2022 Q2	$793K	Buy	28,422 +3,121	+12%	+$90.4K	0.01%	617
2022 Q1	$763K	Buy	+25,301	New	+$760K	0.01%	634

Other funds holding XDEC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Avantax Advisory Services's XDEC Position: Q3 2024 in Review

Avantax Advisory Services sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q3 2024, closing a stake of 6,746 shares — an estimated $243K sold.

Avantax Advisory Services first reported a position in XDEC in Q1 2022 and held it in 10 quarters. The position peaked at $2.14M in Q4 2022. 79 funds tracked by Wall St. Rank hold XDEC as of Q3 2024.

Avantax Advisory Services reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q3 2024 after selling out during the quarter.
Avantax Advisory Services sold 6,746 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q3 2024, an estimated $243K.
Avantax Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2022 and held it in 10 quarters.
Avantax Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $2.14M in Q4 2022.
79 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.