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

Cetera Advisors’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 Q1	$6.32M	Sell	179,149 -2,106	-1%	-$73.1K	0.05%	380
2023 Q4	$6.17M	Sell	181,255 -32,951	-15%	-$1.1M	0.09%	226
2023 Q3	$7.05M	Buy	214,206 +5,115	+2%	+$168K	0.11%	189
2023 Q2	$6.82M	Sell	209,091 -55,169	-21%	-$1.75M	0.11%	192
2023 Q1	$8.25M	Sell	264,260 -387,006	-59%	-$11.9M	0.14%	155
2022 Q4	$19.4M	Buy	651,266 +344,081	+112%	+$10M	0.35%	56
2022 Q3	$8.46M	Buy	307,185 +276,601	+904%	+$7.98M	0.22%	101
2022 Q2	$853K	Buy	+30,584	New	+$886K	0.02%	625

Other funds holding XDEC

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

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

Rovin Capital Mesa, Arizona $377M AUM 13.67% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Cetera Advisors's XDEC Position: Q1 2024 in Review

Cetera Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 1.2% in Q1 2024, selling an estimated $73.1K and leaving 179,149 shares worth $6.32M. The position accounts for 0.05% of the portfolio, ranked #380.

Cetera Advisors first reported a position in XDEC in Q2 2022 and has held it in 8 quarters since. The position peaked at $19.4M in Q4 2022. 79 funds tracked by Wall St. Rank hold XDEC as of Q1 2024.

Cetera Advisors held 179,149 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $6.32M as of Q1 2024.
Cetera Advisors sold 2,106 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2024, an estimated $73.1K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #380 holding.
Cetera Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2022 and has held it in 8 quarters since.
Cetera Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $19.4M in Q4 2022.
79 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.