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

FWL Investment 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
2026 Q2	$6.42K	Hold	150	–	–	﹤0.01%	339
2026 Q1	$6.05K	Hold	150	–	–	﹤0.01%	288
2025 Q4	$6.14K	Hold	150	–	–	﹤0.01%	303
2025 Q3	$6.01K	Hold	150	–	–	﹤0.01%	286
2025 Q2	$5.83K	Hold	150	–	–	﹤0.01%	260
2025 Q1	$5.52K	Buy	+150	New	+$5.62K	﹤0.01%	248

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

FWL Investment Management's XDEC Position: Q2 2026 in Review

FWL Investment Management held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q2 2026 at 150 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

FWL Investment Management first reported a position in XDEC in Q1 2025 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

FWL Investment Management held 150 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $6.42K as of Q2 2026.
FWL Investment Management left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #339 holding.
FWL Investment Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2025 and has held it in 6 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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.