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QTR Family Wealth’s FT Vest US Equity Buffer & Premium Income ETF December XIDE Stock Holding History

QTR Family Wealth’s Portfolio XIDE Stock Details XIDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Hold
10,378
– – 0.13% 186
2025
Q4 		$313K Hold
10,378
– – 0.14% 172
2025
Q3 		$315K Hold
10,378
– – 0.15% 152
2025
Q2 		$315K Buy
10,378
+2,078
+25% +$61.8K 0.2% 114
2025
Q1 		$248K Buy
+8,300
New +$250K 0.19% 135

Other funds holding XIDE

SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

QTR Family Wealth's XIDE Position: Q1 2026 in Review

QTR Family Wealth held its FT Vest US Equity Buffer & Premium Income ETF December (XIDE) position steady in Q1 2026 at 10,378 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #186.

QTR Family Wealth first reported a position in XIDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $315K in Q3 2025. 26 funds tracked by Wall St. Rank hold XIDE as of Q1 2026.

  • QTR Family Wealth held 10,378 shares of FT Vest US Equity Buffer & Premium Income ETF December worth $313K as of Q1 2026.
  • QTR Family Wealth left its FT Vest US Equity Buffer & Premium Income ETF December share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer & Premium Income ETF December made up 0.13% of QTR Family Wealth's portfolio in Q1 2026, its #186 holding.
  • QTR Family Wealth first reported a position in FT Vest US Equity Buffer & Premium Income ETF December in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's FT Vest US Equity Buffer & Premium Income ETF December position peaked at $315K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held FT Vest US Equity Buffer & Premium Income ETF December as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.