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

Key Client Fiduciary 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
2024 Q1	–	Sell	-14,104	Closed	-$480K	–	195
2023 Q4	$480K	Buy	14,104 +550	+4%	+$18.4K	0.28%	89
2023 Q3	$446K	Buy	13,554 +3,450	+34%	+$113K	0.27%	89
2023 Q2	$330K	Hold	10,104	–	–	0.19%	118
2023 Q1	$315K	Buy	+10,104	New	+$310K	0.2%	115

Other funds holding XDEC

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Rovin Capital Mesa, Arizona $377M AUM 13.67% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Key Client Fiduciary Advisors's XDEC Position: Q1 2024 in Review

Key Client Fiduciary Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q1 2024, closing a stake of 14,104 shares — an estimated $480K sold.

Key Client Fiduciary Advisors first reported a position in XDEC in Q1 2023 and held it in 4 quarters. The position peaked at $480K in Q4 2023. 79 funds tracked by Wall St. Rank hold XDEC as of Q1 2024.

Key Client Fiduciary Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q1 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 14,104 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2024, an estimated $480K.
Key Client Fiduciary Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and held it in 4 quarters.
Key Client Fiduciary Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $480K 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 Key Client Fiduciary Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.