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

WealthSource 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
2023 Q4	$1.78M	Hold	52,200	–	–	0.12%	140
2023 Q3	$1.72M	Hold	52,200	–	–	0.12%	143
2023 Q2	$1.7M	Hold	52,200	–	–	0.11%	141
2023 Q1	$1.63M	Buy	52,200 +4,700	+10%	+$144K	0.11%	146
2022 Q4	$1.41M	Buy	+47,500	New	+$1.38M	0.1%	153

Other funds holding XDEC

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BFG

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

WealthSource Partners's XDEC Position: Q4 2023 in Review

WealthSource Partners held its FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) position steady in Q4 2023 at 52,200 shares worth $1.78M. The position accounts for 0.12% of the portfolio, ranked #140.

WealthSource Partners first reported a position in XDEC in Q4 2022 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold XDEC as of Q4 2023.

WealthSource Partners held 52,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $1.78M as of Q4 2023.
WealthSource Partners left its FT Vest US Equity Enhance & Moderate Buffer ETF December share count unchanged in Q4 2023.
FT Vest US Equity Enhance & Moderate Buffer ETF December made up 0.12% of WealthSource Partners's portfolio in Q4 2023, its #140 holding.
WealthSource Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q4 2022 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.