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

DHJJ Financial 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
2026 Q1	$333K	Sell	8,999 -282	-3%	-$10.7K	0.11%	141
2025 Q4	$351K	Buy	9,281 +90	+1%	+$3.35K	0.12%	136
2025 Q3	$337K	Hold	9,191	–	–	0.11%	131
2025 Q2	$323K	Sell	9,191 -204	-2%	-$6.84K	0.12%	129
2025 Q1	$311K	Sell	9,395 -419	-4%	-$14.2K	0.13%	124
2024 Q4	$331K	Sell	9,814 -3,922	-29%	-$132K	0.13%	123
2024 Q3	$456K	Hold	13,736	–	–	0.18%	98
2024 Q2	$445K	Sell	13,736 -200	-1%	-$6.36K	0.19%	96
2024 Q1	$440K	Buy	+13,936	New	+$431K	0.19%	89

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DHJJ Financial Advisors's GDEC Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 3% in Q1 2026, selling an estimated $10.7K and leaving 8,999 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #141.

DHJJ Financial Advisors first reported a position in GDEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $456K in Q3 2024. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

DHJJ Financial Advisors held 8,999 shares of FT Vest US Equity Moderate Buffer ETF December worth $333K as of Q1 2026.
DHJJ Financial Advisors sold 282 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $10.7K.
FT Vest US Equity Moderate Buffer ETF December made up 0.11% of DHJJ Financial Advisors's portfolio in Q1 2026, its #141 holding.
DHJJ Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and has held it in 9 quarters since.
DHJJ Financial Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $456K in Q3 2024.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.