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 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 $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

FWL Investment Management's XDEC Position: Q1 2026 in Review

FWL Investment Management held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q1 2026 at 150 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

FWL Investment Management first reported a position in XDEC in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.14K in Q4 2025. 83 funds tracked by Wall St. Rank hold XDEC as of Q1 2026.

FWL Investment Management held 150 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $6.05K as of Q1 2026.
FWL Investment Management left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #288 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 5 quarters since.
FWL Investment Management's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $6.14K in Q4 2025.
83 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.