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

Gallagher Fiduciary 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	$227K	Sell	6,132 -18,776	-75%	-$709K	0.01%	304
2025 Q4	$942K	Buy	+24,908	New	+$926K	0.03%	105

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

Gallagher Fiduciary Advisors's GDEC Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 75% in Q1 2026, selling an estimated $709K and leaving 6,132 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #304.

Gallagher Fiduciary Advisors first reported a position in GDEC in Q4 2025 and has held it in 2 quarters since. The position peaked at $942K in Q4 2025. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

Gallagher Fiduciary Advisors held 6,132 shares of FT Vest US Equity Moderate Buffer ETF December worth $227K as of Q1 2026.
Gallagher Fiduciary Advisors sold 18,776 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $709K.
FT Vest US Equity Moderate Buffer ETF December made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #304 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2025 and has held it in 2 quarters since.
Gallagher Fiduciary Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $942K in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.