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Iron Horse Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Iron Horse Wealth 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
2024
Q1 		– Sell
-367
Closed -$12.5K – 519
2023
Q4 		$12.5K Hold
367
– – 0.01% 163
2023
Q3 		$12.1K Buy
+367
New +$12.1K 0.01% 159

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Iron Horse Wealth Management's XDEC Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q1 2024, closing a stake of 367 shares — an estimated $12.5K sold.

Iron Horse Wealth Management first reported a position in XDEC in Q3 2023 and held it in 2 quarters. The position peaked at $12.5K in Q4 2023. 79 funds tracked by Wall St. Rank hold XDEC as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 367 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2024, an estimated $12.5K.
  • Iron Horse Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q3 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $12.5K in Q4 2023.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.