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

Tanglewood Legacy 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
Q2 		– Sell
-340
Closed -$12K – 297
2024
Q1 		$12K Hold
340
– – 0.01% 241
2023
Q4 		$11.6K Hold
340
– – 0.01% 237
2023
Q3 		$11.2K Hold
340
– – 0.01% 244
2023
Q2 		$11.1K Hold
340
– – 0.01% 241
2023
Q1 		$10.6K Buy
+340
New +$10.4K 0.01% 240

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
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
Cetera Investment Advisers
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tanglewood Legacy Advisors's XDEC Position: Q2 2024 in Review

Tanglewood Legacy Advisors sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2024, closing a stake of 340 shares — an estimated $12K sold.

Tanglewood Legacy Advisors first reported a position in XDEC in Q1 2023 and held it in 5 quarters. The position peaked at $12K in Q1 2024. 76 funds tracked by Wall St. Rank hold XDEC as of Q2 2024.

  • Tanglewood Legacy Advisors reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 340 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2024, an estimated $12K.
  • Tanglewood Legacy Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and held it in 5 quarters.
  • Tanglewood Legacy Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $12K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2024.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.