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

Bison Wealth’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
Q4 		$588K Hold
15,777
– – 0.13% 135
2024
Q3 		$580K Hold
15,777
– – 0.09% 213
2024
Q2 		$556K Hold
15,777
– – 0.09% 225
2024
Q1 		$556K Hold
15,777
– – 0.09% 225
2023
Q4 		$537K Buy
15,777
+1,091
+7% +$36.5K 0.1% 221
2023
Q3 		$483K Sell
14,686
-6,843
-32% -$225K 0.09% 217
2023
Q2 		$702K Buy
+21,529
New +$684K 0.13% 167

Other funds holding XDEC

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bison Wealth's XDEC Position: Q4 2024 in Review

Bison Wealth held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q4 2024 at 15,777 shares worth $588K. The position accounts for 0.13% of the portfolio, ranked #135.

Bison Wealth first reported a position in XDEC in Q2 2023 and has held it in 7 quarters since. The position peaked at $702K in Q2 2023. 87 funds tracked by Wall St. Rank hold XDEC as of Q4 2024.

  • Bison Wealth held 15,777 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $588K as of Q4 2024.
  • Bison Wealth left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q4 2024.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.13% of Bison Wealth's portfolio in Q4 2024, its #135 holding.
  • Bison Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2023 and has held it in 7 quarters since.
  • Bison Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $702K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.