Diversify Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Diversify Advisory Services’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	–	Sell	-30,950	Closed	-$1.27M	–	873
2025 Q4	$1.27M	Sell	30,950 -130	-0.4%	-$5.26K	0.04%	334
2025 Q3	$1.26M	Sell	31,080 -2,350	-7%	-$92.8K	0.04%	310
2025 Q2	$1.32M	Sell	33,430 -10	-0%	-$372	0.05%	268
2025 Q1	$1.22M	Sell	33,440 -15,650	-32%	-$586K	0.08%	183
2024 Q4	$1.82M	Sell	49,090 -1,450	-3%	-$53.8K	0.1%	146
2024 Q3	$1.87M	Sell	50,540 -1,060	-2%	-$38.5K	0.1%	169
2024 Q2	$1.87M	Buy	+51,600	New	+$1.83M	0.1%	164

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

Diversify Advisory Services's XDEC Position: Q1 2026 in Review

Diversify Advisory Services sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q1 2026, closing a stake of 30,950 shares — an estimated $1.27M sold.

Diversify Advisory Services first reported a position in XDEC in Q2 2024 and held it in 7 quarters. The position peaked at $1.87M in Q3 2024. 83 funds tracked by Wall St. Rank hold XDEC as of Q1 2026.

Diversify Advisory Services reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 30,950 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2026, an estimated $1.27M.
Diversify Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2024 and held it in 7 quarters.
Diversify Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $1.87M in Q3 2024.
83 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.