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

DHJJ Financial 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
2026 Q2	$399K	Sell	9,310 -150	-2%	-$6.33K	0.12%	137
2026 Q1	$381K	Hold	9,460	–	–	0.13%	126
2025 Q4	$387K	Sell	9,460 -285	-3%	-$11.5K	0.13%	124
2025 Q3	$391K	Sell	9,745 -50	-0.5%	-$1.97K	0.13%	119
2025 Q2	$380K	Sell	9,795 -30	-0.3%	-$1.12K	0.14%	116
2025 Q1	$362K	Sell	9,825 -31	-0.3%	-$1.16K	0.15%	117
2024 Q4	$368K	Sell	9,856 -170	-2%	-$6.3K	0.14%	117
2024 Q3	$369K	Hold	10,026	–	–	0.15%	115
2024 Q2	$362K	Hold	10,026	–	–	0.15%	112
2024 Q1	$354K	Buy	10,026 +4,935	+97%	+$171K	0.16%	99
2023 Q4	$173K	Buy	5,091 +2,006	+65%	+$67.2K	0.08%	148
2023 Q3	$101K	Buy	+3,085	New	+$101K	0.05%	182

Other funds holding XDEC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

DHJJ Financial Advisors's XDEC Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 1.6% in Q2 2026, selling an estimated $6.33K and leaving 9,310 shares worth $399K. The position accounts for 0.12% of the portfolio, ranked #137.

DHJJ Financial Advisors first reported a position in XDEC in Q3 2023 and has held it in 12 quarters since. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

DHJJ Financial Advisors held 9,310 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $399K as of Q2 2026.
DHJJ Financial Advisors sold 150 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $6.33K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #137 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q3 2023 and has held it in 12 quarters since.
84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.