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 Q2	$9.67M	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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Beacon Financial Group's XDEC Position: Q2 2026 in Review

Beacon Financial Group increased its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 5% in Q2 2026, buying an estimated $454K and bringing the position to 225,812 shares worth $9.67M. The position accounts for 0.88% of the portfolio, ranked #27.

Beacon Financial Group first reported a position in XDEC in Q1 2023 and has held it in 14 quarters since. 11 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

Beacon Financial Group held 225,812 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $9.67M as of Q2 2026.
Beacon Financial Group bought 10,753 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $454K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.88% of Beacon Financial Group's portfolio in Q2 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 14 quarters since.
11 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.