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Caitlin John’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Caitlin John’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
2025
Q1 		– Sell
-351
Closed -$11.8K – 370
2024
Q4 		$11.8K Buy
351
+6
+2% +$201 0.01% 455
2024
Q3 		$11.6K Buy
345
+23
+7% +$752 0.01% 472
2024
Q2 		$10.4K Buy
+322
New +$10.2K 0.01% 454

Other funds holding GDEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Caitlin John's GDEC Position: Q1 2025 in Review

Caitlin John sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2025, closing a stake of 351 shares — an estimated $11.8K sold.

Caitlin John first reported a position in GDEC in Q2 2024 and held it in 3 quarters. The position peaked at $11.8K in Q4 2024. 101 funds tracked by Wall St. Rank hold GDEC as of Q1 2025.

  • Caitlin John reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Caitlin John sold 351 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2025, an estimated $11.8K.
  • Caitlin John first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q2 2024 and held it in 3 quarters.
  • Caitlin John's FT Vest US Equity Moderate Buffer ETF December position peaked at $11.8K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.