Insight Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Insight Advisors’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
2023 Q3	–	Sell	-7,900	Closed	-$258K	–	294
2023 Q2	$258K	Sell	7,900 -15,714	-67%	-$499K	0.06%	236
2023 Q1	$737K	Sell	23,614 -6,242	-21%	-$191K	0.17%	100
2022 Q4	$888K	Buy	+29,856	New	+$869K	0.31%	84

Other funds holding XDEC

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

BFG

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

Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFG

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Insight Advisors's XDEC Position: Q3 2023 in Review

Insight Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q3 2023, closing a stake of 7,900 shares — an estimated $258K sold.

Insight Advisors first reported a position in XDEC in Q4 2022 and held it in 3 quarters. The position peaked at $888K in Q4 2022. 69 funds tracked by Wall St. Rank hold XDEC as of Q3 2023.

Insight Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q3 2023 after selling out during the quarter.
Insight Advisors sold 7,900 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q3 2023, an estimated $258K.
Insight Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and held it in 3 quarters.
Insight Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $888K in Q4 2022.
69 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q3 2023.

Based on Insight Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.