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

EPG 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
-800
Closed -$57.6K – 362
2025
Q1 		$57.6K Buy
+800
New +$27.1K 0.02% 279

Other funds holding GDEC

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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

EPG Wealth Management's GDEC Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2025, closing a stake of 11,300 shares — an estimated $374K sold.

EPG Wealth Management first reported a position in GDEC in Q4 2024 and held it in 2 quarters. The position peaked at $381K in Q4 2024. 102 funds tracked by Wall St. Rank hold GDEC as of Q2 2025.

  • EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 11,300 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2025, an estimated $374K.
  • EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 2 quarters.
  • EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $381K 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 EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.