Northwestern Mutual Wealth Management
XDEC icon

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

Northwestern Mutual 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
2023
Q4 		– Sell
-1,000
Closed -$32.9K – 3700
2023
Q3 		$32.9K Buy
+1,000
New +$32.9K ﹤0.01% 2123

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 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
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Northwestern Mutual Wealth Management's XDEC Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q4 2023, closing a stake of 1,000 shares — an estimated $32.9K sold.

Northwestern Mutual Wealth Management first reported a position in XDEC in Q3 2023 and held it in 1 quarter. The position peaked at $32.9K in Q3 2023. 74 funds tracked by Wall St. Rank hold XDEC as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q4 2023, an estimated $32.9K.
  • Northwestern Mutual Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q3 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $32.9K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.