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

Wealthcare Advisory 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
2024 Q4	–	Sell	-5,645	Closed	-$208K	–	935
2024 Q3	$208K	Sell	5,645 -3,415	-38%	-$124K	0.01%	825
2024 Q2	$327K	Sell	9,060 -3,388	-27%	-$120K	0.01%	649
2024 Q1	$439K	Buy	12,448 +3,395	+38%	+$118K	0.01%	565
2023 Q4	$308K	Sell	9,053 -1,429	-14%	-$47.9K	0.01%	601
2023 Q3	$345K	Sell	10,482 -7,685	-42%	-$253K	0.02%	518
2023 Q2	$593K	Sell	18,167 -216	-1%	-$6.87K	0.03%	403
2023 Q1	$574K	Buy	+18,383	New	+$563K	0.02%	417

Other funds holding XDEC

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

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

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

KAS

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

Wealthcare Advisory Partners's XDEC Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q4 2024, closing a stake of 5,645 shares — an estimated $208K sold.

Wealthcare Advisory Partners first reported a position in XDEC in Q1 2023 and held it in 7 quarters. The position peaked at $593K in Q2 2023. 87 funds tracked by Wall St. Rank hold XDEC as of Q4 2024.

Wealthcare Advisory Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,645 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q4 2024, an estimated $208K.
Wealthcare Advisory Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and held it in 7 quarters.
Wealthcare Advisory Partners's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $593K in Q2 2023.
87 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.