B. Riley Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

B. Riley Wealth Advisors’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 Q2	–	Sell	-7,635	Closed	-$251K	–	1620
2024 Q1	$251K	Buy	+7,635	New	+$265K	0.01%	1141
2023 Q4	–	Sell	-7,635	Closed	-$251K	–	1517
2023 Q3	$251K	Sell	7,635 -1,699	-18%	-$55.9K	0.01%	1141
2023 Q2	$305K	Sell	9,334 -1,388	-13%	-$44.1K	0.01%	1113
2023 Q1	$335K	Sell	10,722 -22,269	-68%	-$683K	0.01%	1010
2022 Q4	$982K	Buy	+32,991	New	+$961K	0.03%	543
2022 Q3	–	Sell	-39,485	Closed	-$1.1M	–	1544
2022 Q2	$1.1M	Buy	+39,485	New	+$1.14M	0.05%	390

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

B. Riley Wealth Advisors's XDEC Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2024, closing a stake of 7,635 shares — an estimated $251K sold.

B. Riley Wealth Advisors first reported a position in XDEC in Q2 2022 and held it in 6 quarters. The position peaked at $1.1M in Q2 2022. 76 funds tracked by Wall St. Rank hold XDEC as of Q2 2024.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,635 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2024, an estimated $251K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2022 and held it in 6 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $1.1M in Q2 2022.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.