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

Secured Retirement 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
Q3 		– Sell
-14,648
Closed -$528K – 133
2024
Q2 		$528K Sell
14,648
-2,202
-13% -$78.2K 0.41% 73
2024
Q1 		$594K Buy
+16,850
New +$584K 0.5% 62

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Secured Retirement Advisors's XDEC Position: Q3 2024 in Review

Secured Retirement Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q3 2024, closing a stake of 14,648 shares — an estimated $528K sold.

Secured Retirement Advisors first reported a position in XDEC in Q1 2024 and held it in 2 quarters. The position peaked at $594K in Q1 2024. 79 funds tracked by Wall St. Rank hold XDEC as of Q3 2024.

  • Secured Retirement Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 14,648 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q3 2024, an estimated $528K.
  • Secured Retirement Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2024 and held it in 2 quarters.
  • Secured Retirement Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $594K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q3 2024.

Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.