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XDEC icon

QTR Family Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

QTR Family Wealth’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 		$631K Sell
14,736
-73
-0.5% -$3.08K 0.22% 99
2026
Q1 		$616K Sell
14,809
-834
-5% -$34.1K 0.26% 93
2025
Q4 		$644K Sell
15,643
-641
-4% -$25.9K 0.28% 83
2025
Q3 		$653K Sell
16,284
-407
-2% -$16.1K 0.31% 65
2025
Q2 		$648K Hold
16,691
– – 0.4% 54
2025
Q1 		$614K Buy
+16,691
New +$625K 0.46% 55

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

QTR Family Wealth's XDEC Position: Q2 2026 in Review

QTR Family Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 0.49% in Q2 2026, selling an estimated $3.08K and leaving 14,736 shares worth $631K. The position accounts for 0.22% of the portfolio, ranked #99.

QTR Family Wealth first reported a position in XDEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $653K in Q3 2025. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

  • QTR Family Wealth held 14,736 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $631K as of Q2 2026.
  • QTR Family Wealth sold 73 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2026, an estimated $3.08K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.22% of QTR Family Wealth's portfolio in Q2 2026, its #99 holding.
  • QTR Family Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $653K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.