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

Echo Wealth Management’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
2025 Q1	–	Sell	-6,000	Closed	-$224K	–	53
2024 Q4	$224K	Sell	6,000 -1,319	-18%	-$48.9K	0.15%	46
2024 Q3	$269K	Sell	7,319 -452	-6%	-$16.4K	0.19%	40
2024 Q2	$280K	Sell	7,771 -1,342	-15%	-$47.6K	0.21%	38
2024 Q1	$321K	Sell	9,113 -510	-5%	-$17.7K	0.27%	34
2023 Q4	$329K	Hold	9,623	–	–	0.31%	33
2023 Q3	$317K	Sell	9,623 -1,409	-13%	-$46.4K	0.34%	32
2023 Q2	$362K	Sell	11,032 -736	-6%	-$23.4K	0.39%	31
2023 Q1	$367K	Buy	11,768 +3,487	+42%	+$107K	0.41%	32
2022 Q4	$253K	Buy	+8,281	New	+$241K	0.27%	36

Other funds holding XDEC

BFG

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Echo Wealth Management's XDEC Position: Q1 2025 in Review

Echo Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q1 2025, closing a stake of 6,000 shares — an estimated $224K sold.

Echo Wealth Management first reported a position in XDEC in Q4 2022 and held it in 9 quarters. The position peaked at $367K in Q1 2023. 81 funds tracked by Wall St. Rank hold XDEC as of Q1 2025.

Echo Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q1 2025 after selling out during the quarter.
Echo Wealth Management sold 6,000 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2025, an estimated $224K.
Echo Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and held it in 9 quarters.
Echo Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $367K in Q1 2023.
81 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2025.

Based on Echo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.