Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Blue Bell Private Wealth Management’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 Q1	$1.2M	Buy	29,731 +1,888	+7%	+$77.3K	0.17%	94
2025 Q4	$1.14M	Sell	27,843 -354	-1%	-$14.3K	0.17%	98
2025 Q3	$1.13M	Sell	28,197 -478	-2%	-$18.9K	0.17%	90
2025 Q2	$1.11M	Sell	28,675 -226	-0.8%	-$8.41K	0.19%	78
2025 Q1	$1.06M	Sell	28,901 -10	-0%	-$374	0.2%	78
2024 Q4	$1.08M	Sell	28,911 -141	-0.5%	-$5.23K	0.21%	74
2024 Q3	$1.07M	Sell	29,052 -1,052	-3%	-$38.2K	0.2%	74
2024 Q2	$1.09M	Sell	30,104 -154	-0.5%	-$5.47K	0.22%	70
2024 Q1	$1.07M	Sell	30,258 -10	-0%	-$347	0.23%	69
2023 Q4	$1.03M	Sell	30,268 -146	-0.5%	-$4.89K	0.25%	63
2023 Q3	$1M	Sell	30,414 -51	-0.2%	-$1.68K	0.27%	60
2023 Q2	$994K	Sell	30,465 -36	-0.1%	-$1.14K	0.26%	60
2023 Q1	$952K	Buy	30,501 +19,801	+185%	+$607K	0.29%	56
2022 Q4	$318K	Buy	+10,700	New	+$312K	0.1%	90

Other funds holding XDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Blue Bell Private Wealth Management's XDEC Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 6.8% in Q1 2026, buying an estimated $77.3K and bringing the position to 29,731 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #94.

Blue Bell Private Wealth Management first reported a position in XDEC in Q4 2022 and has held it in 14 quarters since. 83 funds tracked by Wall St. Rank hold XDEC as of Q1 2026.

Blue Bell Private Wealth Management held 29,731 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $1.2M as of Q1 2026.
Blue Bell Private Wealth Management bought 1,888 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2026, an estimated $77.3K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.17% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #94 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and has held it in 14 quarters since.
83 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.