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

Triad Wealth Partners’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 		$544K Sell
13,484
-36
-0.3% -$1.47K 0.04% 260
2025
Q4 		$553K Buy
13,520
+2,295
+20% +$92.9K 0.05% 246
2025
Q3 		$450K Buy
11,225
+5,895
+111% +$233K 0.06% 220
2025
Q2 		$207K Buy
+5,330
New +$198K 0.04% 280

Other funds holding XDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
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
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
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Triad Wealth Partners's XDEC Position: Q1 2026 in Review

Triad Wealth Partners reduced its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) stake by 0.27% in Q1 2026, selling an estimated $1.47K and leaving 13,484 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #260.

Triad Wealth Partners first reported a position in XDEC in Q2 2025 and has held it in 4 quarters since. The position peaked at $553K in Q4 2025. 83 funds tracked by Wall St. Rank hold XDEC as of Q1 2026.

  • Triad Wealth Partners held 13,484 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $544K as of Q1 2026.
  • Triad Wealth Partners sold 36 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q1 2026, an estimated $1.47K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #260 holding.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $553K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q1 2026.

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