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GeoWealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

GeoWealth Management’s Portfolio FDEC Stock Details FDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,430
Closed -$63.7K – 1298
2024
Q4 		$63.7K Buy
+1,430
New +$63.4K ﹤0.01% 1077
2024
Q3 		– Sell
-37,252
Closed -$1.59M – 1705
2024
Q2 		$1.59M Buy
37,252
+33,919
+1,018% +$1.41M 0.07% 188
2024
Q1 		$137K Sell
3,333
-2,806
-46% -$112K 0.01% 746
2023
Q4 		$239K Buy
+6,139
New +$224K 0.02% 463
2022
Q4 		– Sell
-7,560
Closed -$224K – 365
2022
Q3 		$224K Buy
+7,560
New +$240K 0.02% 225

Other funds holding FDEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GeoWealth Management's FDEC Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q1 2025, closing a stake of 1,430 shares — an estimated $63.7K sold.

GeoWealth Management first reported a position in FDEC in Q3 2022 and held it in 5 quarters. The position peaked at $1.59M in Q2 2024. 142 funds tracked by Wall St. Rank hold FDEC as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,430 FT Vest US Equity Buffer ETF December shares in Q1 2025, an estimated $63.7K.
  • GeoWealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q3 2022 and held it in 5 quarters.
  • GeoWealth Management's FT Vest US Equity Buffer ETF December position peaked at $1.59M in Q2 2024.
  • 142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.