First Heartland Consultants’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

First Heartland Consultants’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	$887K	Buy	20,707 +564	+3%	+$23.8K	0.06%	235
2026 Q1	$812K	Sell	20,143 -2,764	-12%	-$113K	0.06%	212
2025 Q4	$937K	Sell	22,907 -74	-0.3%	-$3K	0.07%	194
2025 Q3	$922K	Sell	22,981 -80,897	-78%	-$3.19M	0.07%	189
2025 Q2	$4.03M	Sell	103,878 -9,573	-8%	-$356K	0.36%	66
2025 Q1	$4.17M	Buy	113,451 +25,015	+28%	+$936K	0.43%	65
2024 Q4	$3.3M	Buy	88,436 +58,865	+199%	+$2.18M	0.34%	67
2024 Q3	$1.09M	Sell	29,571 -3,463	-10%	-$126K	0.12%	132
2024 Q2	$1.19K	Buy	33,034 +1,803	+6%	+$64K	0.08%	149
2024 Q1	$1.1M	Sell	31,231 -10,223	-25%	-$355K	0.11%	154
2023 Q4	$1.41M	Buy	41,454 +4,065	+11%	+$136K	0.17%	118
2023 Q3	$1.23M	Sell	37,389 -13,737	-27%	-$452K	0.16%	130
2023 Q2	$1.67M	Sell	51,126 -80,004	-61%	-$2.54M	0.22%	99
2023 Q1	$4.09M	Buy	131,130 +24,896	+23%	+$763K	0.62%	42
2022 Q4	$3.16M	Buy	+106,234	New	+$3.09M	0.51%	51

Other funds holding XDEC

BFG

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Heartland Consultants's XDEC Position: Q2 2026 in Review

First Heartland Consultants increased its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 2.8% in Q2 2026, buying an estimated $23.8K and bringing the position to 20,707 shares worth $887K. The position accounts for 0.06% of the portfolio, ranked #235.

First Heartland Consultants first reported a position in XDEC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.17M in Q1 2025. 15 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

First Heartland Consultants held 20,707 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $887K as of Q2 2026.
First Heartland Consultants bought 564 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $23.8K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.06% of First Heartland Consultants's portfolio in Q2 2026, its #235 holding.
First Heartland Consultants first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and has held it in 15 quarters since.
First Heartland Consultants's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $4.17M in Q1 2025.
15 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.