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CWC Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

CWC 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
2025
Q4 		– Sell
-6,031
Closed -$221K – 152
2025
Q3 		$221K Buy
+6,031
New +$217K 0.11% 138

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

CWC Advisors's GDEC Position: Q4 2025 in Review

CWC Advisors sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q4 2025, closing a stake of 6,031 shares — an estimated $221K sold.

CWC Advisors first reported a position in GDEC in Q3 2025 and held it in 1 quarter. The position peaked at $221K in Q3 2025. 106 funds tracked by Wall St. Rank hold GDEC as of Q4 2025.

  • CWC Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q4 2025 after selling out during the quarter.
  • CWC Advisors sold 6,031 FT Vest US Equity Moderate Buffer ETF December shares in Q4 2025, an estimated $221K.
  • CWC Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q3 2025 and held it in 1 quarter.
  • CWC Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $221K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q4 2025.

Based on CWC Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.