BRWA
GDEC icon

B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

B. Riley Wealth Advisors’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$231K Sell
6,850
-50
-0.7% -$1.68K 0.01% 974
2024
Q3 		$229K Hold
6,900
– – 0.01% 1077
2024
Q2 		$224K Buy
+6,900
New +$219K 0.01% 1173
2024
Q1 		– Sell
-6,850
Closed -$207K – 1474
2023
Q4 		$207K Buy
+6,850
New +$207K 0.01% 1243

Other funds holding GDEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

B. Riley Wealth Advisors's GDEC Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 0.72% in Q4 2024, selling an estimated $1.68K and leaving 6,850 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #974.

B. Riley Wealth Advisors first reported a position in GDEC in Q4 2023 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold GDEC as of Q4 2024.

  • B. Riley Wealth Advisors held 6,850 shares of FT Vest US Equity Moderate Buffer ETF December worth $231K as of Q4 2024.
  • B. Riley Wealth Advisors sold 50 FT Vest US Equity Moderate Buffer ETF December shares in Q4 2024, an estimated $1.68K.
  • FT Vest US Equity Moderate Buffer ETF December made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #974 holding.
  • B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.