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

FSR 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
Q3 		– Sell
-213,794
Closed -$7.52M – 35
2025
Q2 		$7.52M Sell
213,794
-57,446
-21% -$1.93M 9.65% 3
2025
Q1 		$8.98M Buy
271,240
+8,044
+3% +$272K 11.85% 2
2024
Q4 		$8.88M Buy
+263,196
New +$8.83M 11.16% 2

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

FSR Wealth Management's GDEC Position: Q3 2025 in Review

FSR Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q3 2025, closing a stake of 213,794 shares — an estimated $7.52M sold.

FSR Wealth Management first reported a position in GDEC in Q4 2024 and held it in 3 quarters. The position peaked at $8.98M in Q1 2025. 81 funds tracked by Wall St. Rank hold GDEC as of Q3 2025.

  • FSR Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • FSR Wealth Management sold 213,794 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2025, an estimated $7.52M.
  • FSR Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 3 quarters.
  • FSR Wealth Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $8.98M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2025.

Based on FSR Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.