Beacon Financial Group
XDEC icon

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

Beacon Financial Group’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
2026
Q3 		$9.25M Sell
211,101
-14,711
-7% -$638K 0.83% 27
2026
Q2 		$9.7M Buy
225,812
+10,753
+5% +$454K 0.88% 27
2026
Q1 		$8.67M Buy
215,059
+1,860
+0.9% +$76.1K 0.86% 29
2025
Q4 		$8.72M Sell
213,199
-1,556
-0.7% -$63K 0.87% 28
2025
Q3 		$8.61M Sell
214,755
-7,558
-3% -$298K 0.85% 28
2025
Q2 		$8.63M Sell
222,313
-4,066
-2% -$151K 0.9% 27
2025
Q1 		$8.33M Sell
226,379
-3,331
-1% -$125K 0.91% 24
2024
Q4 		$8.57M Sell
229,710
-5,337
-2% -$198K 0.92% 25
2024
Q3 		$8.64M Sell
235,047
-5,048
-2% -$183K 0.94% 26
2024
Q2 		$8.66M Sell
240,095
-3,273
-1% -$116K 0.99% 25
2024
Q1 		$8.58M Sell
243,368
-12,353
-5% -$428K 0.98% 23
2023
Q4 		$8.7M Buy
255,721
+2,420
+1% +$81.1K 1.06% 19
2023
Q3 		$8.38M Buy
253,301
+7,678
+3% +$253K 1.19% 12
2023
Q2 		$7.99M Sell
245,623
-8,488
-3% -$270K 1.08% 22
2023
Q1 		$7.94M Buy
+254,111
New +$7.79M 1.11% 22

Other funds holding XDEC

Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Beacon Financial Group's XDEC Position: Q3 2026 in Review

Beacon Financial Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 6.5% in Q3 2026, selling an estimated $638K and leaving 211,101 shares worth $9.25M. The position accounts for 0.83% of the portfolio, ranked #27.

Beacon Financial Group first reported a position in XDEC in Q1 2023 and has held it in 15 quarters since. The position peaked at $9.7M in Q2 2026. 17 funds tracked by Wall St. Rank hold XDEC as of Q3 2026.

  • Beacon Financial Group held 211,101 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $9.25M as of Q3 2026.
  • Beacon Financial Group sold 14,711 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q3 2026, an estimated $638K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.83% of Beacon Financial Group's portfolio in Q3 2026, its #27 holding.
  • Beacon Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and has held it in 15 quarters since.
  • Beacon Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $9.7M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q3 2026.

Based on Beacon Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.