Capital Analysts LLC’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Capital Analysts LLC’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
2023 Q3	–	Sell	-1,029	Closed	-$34K	–	1202
2023 Q2	$34K	Hold	1,029	–	–	﹤0.01%	645
2023 Q1	$32K	Sell	1,029 -3,477	-77%	-$107K	﹤0.01%	657
2022 Q4	$134K	Hold	4,506	–	–	0.01%	446
2022 Q3	$124K	Hold	4,506	–	–	0.01%	415
2022 Q2	$126K	Buy	+4,506	New	+$130K	0.01%	398

Other funds holding XDEC

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

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

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Capital Analysts LLC's XDEC Position: Q3 2023 in Review

Capital Analysts LLC sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q3 2023, closing a stake of 1,029 shares — an estimated $34K sold.

Capital Analysts LLC first reported a position in XDEC in Q2 2022 and held it in 5 quarters. The position peaked at $134K in Q4 2022. 69 funds tracked by Wall St. Rank hold XDEC as of Q3 2023.

Capital Analysts LLC reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q3 2023 after selling out during the quarter.
Capital Analysts LLC sold 1,029 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q3 2023, an estimated $34K.
Capital Analysts LLC first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2022 and held it in 5 quarters.
Capital Analysts LLC's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $134K in Q4 2022.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q3 2023.

Based on Capital Analysts LLC's 13F filing for Q3 2023, filed 13 Nov 2023.