Foundations Investment Advisors’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

Foundations Investment Advisors’s Portfolio XIDE Stock Details XIDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-51,369	Closed	-$1.56M	–	1194
2025 Q3	$1.56M	Sell	51,369 -13,434	-21%	-$407K	0.02%	358
2025 Q2	$1.97M	Sell	64,803 -679	-1%	-$20.2K	0.03%	313
2025 Q1	$1.96M	Sell	65,482 -5,496	-8%	-$166K	0.04%	296
2024 Q4	$2.14M	Sell	70,978 -7,367	-9%	-$223K	0.04%	280
2024 Q3	$2.38M	Buy	78,345 +1,230	+2%	+$37.3K	0.05%	248
2024 Q2	$2.35M	Buy	77,115 +26,001	+51%	+$788K	0.06%	220
2024 Q1	$1.56M	Buy	51,114 +1,645	+3%	+$49.9K	0.04%	257
2023 Q4	$1.5M	Buy	+49,469	New	+$1.49M	0.04%	259

Other funds holding XIDE

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return