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Capital A Wealth Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-683
Closed -$22.6K – 605
2025
Q1 		$22.6K Sell
683
-1,381
-67% -$46.8K 0.02% 218
2024
Q4 		$69.6K Buy
+2,064
New +$69.3K 0.12% 134

Other funds holding GDEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Capital A Wealth Management's GDEC Position: Q2 2025 in Review

Capital A Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2025, closing a stake of 683 shares — an estimated $22.6K sold.

Capital A Wealth Management first reported a position in GDEC in Q4 2024 and held it in 2 quarters. The position peaked at $69.6K in Q4 2024. 102 funds tracked by Wall St. Rank hold GDEC as of Q2 2025.

  • Capital A Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 683 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2025, an estimated $22.6K.
  • Capital A Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $69.6K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.