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BFI Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

BFI Wealth Solutions’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
2026
Q2 		$736K Buy
18,498
+1,471
+9% +$57.5K 0.55% 47
2026
Q1 		$635K Sell
17,027
-67
-0.4% -$2.53K 0.61% 46
2025
Q4 		$646K Buy
+17,094
New +$635K 0.62% 43

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFI Wealth Solutions's GDEC Position: Q2 2026 in Review

BFI Wealth Solutions increased its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 8.6% in Q2 2026, buying an estimated $57.5K and bringing the position to 18,498 shares worth $736K. The position accounts for 0.55% of the portfolio, ranked #47.

BFI Wealth Solutions first reported a position in GDEC in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

  • BFI Wealth Solutions held 18,498 shares of FT Vest US Equity Moderate Buffer ETF December worth $736K as of Q2 2026.
  • BFI Wealth Solutions bought 1,471 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $57.5K.
  • FT Vest US Equity Moderate Buffer ETF December made up 0.55% of BFI Wealth Solutions's portfolio in Q2 2026, its #47 holding.
  • BFI Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.