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

WealthPLAN 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
Q2 		– Sell
-19,169
Closed -$676K – 326
2024
Q1 		$676K Buy
+19,169
New +$665K 0.07% 176

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $49B AUM 25.55% 1-Year Est. Return

WealthPLAN Partners's XDEC Position: Q2 2024 in Review

WealthPLAN Partners sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2024, closing a stake of 19,169 shares — an estimated $676K sold.

WealthPLAN Partners first reported a position in XDEC in Q1 2024 and held it in 1 quarter. The position peaked at $676K in Q1 2024. 77 funds tracked by Wall St. Rank hold XDEC as of Q2 2024.

  • WealthPLAN Partners reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 19,169 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q2 2024, an estimated $676K.
  • WealthPLAN Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2024 and held it in 1 quarter.
  • WealthPLAN Partners's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $676K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.