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XDEC icon

Larson Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Larson Financial Group’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
2022
Q2 		– Sell
-16,100
Closed -$489K – 1307
2022
Q1 		$489K Buy
+16,100
New +$484K 0.08% 109

Other funds holding XDEC

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Larson Financial Group's XDEC Position: Q2 2022 in Review

Larson Financial Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2022, closing a stake of 16,100 shares — an estimated $489K sold.

Larson Financial Group first reported a position in XDEC in Q1 2022 and held it in 1 quarter. The position peaked at $489K in Q1 2022. 26 funds tracked by Wall St. Rank hold XDEC as of Q2 2022.

  • Larson Financial Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2022 after selling out during the quarter.
  • Larson Financial Group sold 16,100 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2022, an estimated $489K.
  • Larson Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2022 and held it in 1 quarter.
  • Larson Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $489K in Q1 2022.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2022.

Based on Larson Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.