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

Crown Wealth 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
2022
Q4 		– Sell
-10,620
Closed -$293K – 76
2022
Q3 		$293K Hold
10,620
– – 0.3% 44
2022
Q2 		$296K Sell
10,620
-79,159
-88% -$2.29M 0.27% 49
2022
Q1 		$2.73M Buy
+89,779
New +$2.7M 1.9% 13

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Crown Wealth Group's XDEC Position: Q4 2022 in Review

Crown Wealth Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q4 2022, closing a stake of 10,620 shares — an estimated $293K sold.

Crown Wealth Group first reported a position in XDEC in Q1 2022 and held it in 3 quarters. The position peaked at $2.73M in Q1 2022. 50 funds tracked by Wall St. Rank hold XDEC as of Q4 2022.

  • Crown Wealth Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q4 2022 after selling out during the quarter.
  • Crown Wealth Group sold 10,620 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q4 2022, an estimated $293K.
  • Crown Wealth Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2022 and held it in 3 quarters.
  • Crown Wealth Group's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $2.73M in Q1 2022.
  • 50 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2022.

Based on Crown Wealth Group's 13F filing for Q4 2022, filed 9 Feb 2023.