Sequent Planning’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Sequent Planning’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 Q1	$5.09M	Buy	126,364 +4,464	+4%	+$183K	1.23%	16
2025 Q4	$4.99M	Sell	121,900 -1,912	-2%	-$77.4K	1.27%	17
2025 Q3	$4.96M	Sell	123,812 -3,226	-3%	-$127K	1.41%	16
2025 Q2	$4.93M	Sell	127,038 -2,490	-2%	-$92.6K	1.56%	15
2025 Q1	$4.77M	Sell	129,528 -1,407	-1%	-$52.7K	1.72%	13
2024 Q4	$4.88M	Sell	130,935 -5,905	-4%	-$219K	1.79%	12
2024 Q3	$5.03M	Sell	136,840 -2,622	-2%	-$95.2K	1.73%	14
2024 Q2	$5.03M	Sell	139,462 -2,419	-2%	-$85.9K	1.72%	13
2024 Q1	$5M	Buy	+141,881	New	+$4.92M	1.81%	10

Other funds holding XDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sequent Planning's XDEC Position: Q1 2026 in Review

Sequent Planning increased its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 3.7% in Q1 2026, buying an estimated $183K and bringing the position to 126,364 shares worth $5.09M. The position accounts for 1.23% of the portfolio, ranked #16.

Sequent Planning first reported a position in XDEC in Q1 2024 and has held it in 9 quarters since. 83 funds tracked by Wall St. Rank hold XDEC as of Q1 2026.

Sequent Planning held 126,364 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $5.09M as of Q1 2026.
Sequent Planning bought 4,464 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2026, an estimated $183K.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 1.23% of Sequent Planning's portfolio in Q1 2026, its #16 holding.
Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2024 and has held it in 9 quarters since.
83 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.