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OneDigital Investment Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

OneDigital Investment 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
Q4 		– Sell
-51,600
Closed -$1.9M – 1529
2024
Q3 		$1.9M Hold
51,600
– – 0.02% 453
2024
Q2 		$1.86M Buy
+51,600
New +$1.83M 0.02% 439

Other funds holding XDEC

BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OneDigital Investment Advisors's XDEC Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q4 2024, closing a stake of 51,600 shares — an estimated $1.9M sold.

OneDigital Investment Advisors first reported a position in XDEC in Q2 2024 and held it in 2 quarters. The position peaked at $1.9M in Q3 2024. 87 funds tracked by Wall St. Rank hold XDEC as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 51,600 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q4 2024, an estimated $1.9M.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2024 and held it in 2 quarters.
  • OneDigital Investment Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $1.9M in Q3 2024.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.