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Legacy Wealth Management (Idaho)’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-80
Closed -$3.23K – 979
2026
Q1 		$3.23K Hold
80
– – ﹤0.01% 700
2025
Q4 		$3.27K Hold
80
– – ﹤0.01% 599
2025
Q3 		$3.21K Hold
80
– – ﹤0.01% 485
2025
Q2 		$3.11K Hold
80
– – ﹤0.01% 455
2025
Q1 		$2.94K Buy
+80
New +$3K ﹤0.01% 484

Other funds holding XDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Legacy Wealth Management (Idaho)'s XDEC Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2026, closing a stake of 80 shares — an estimated $3.23K sold.

Legacy Wealth Management (Idaho) first reported a position in XDEC in Q1 2025 and held it in 5 quarters. The position peaked at $3.27K in Q4 2025. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 80 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $3.23K.
  • Legacy Wealth Management (Idaho) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2025 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $3.27K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.