Global Retirement Partners’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Global Retirement Partners’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 Q4	$29.4K	Hold	575	–	–	﹤0.01%	2676
2025 Q3	$28.3K	Hold	575	–	–	﹤0.01%	2230
2025 Q2	$26.8K	Buy	+575	New	+$25.3K	﹤0.01%	2124
2024 Q4	$4.8M	Buy	107,770 +753	+0.7%	+$33.4K	0.14%	146
2024 Q3	$4.69M	Sell	107,017 -8,460	-7%	-$364K	0.14%	142
2024 Q2	$4.91M	Buy	115,477 +2,585	+2%	+$107K	0.15%	140
2024 Q1	$4.65M	Sell	112,892 -806	-0.7%	-$32.3K	0.17%	127
2023 Q4	$4.44M	Buy	113,698 +49,901	+78%	+$1.82M	0.19%	117
2023 Q3	$2.23M	Sell	63,797 -673	-1%	-$24.3K	0.11%	173
2023 Q2	$2.32M	Buy	64,470 +586	+0.9%	+$20.2K	0.11%	171
2023 Q1	$2.15M	Sell	63,884 -25,153	-28%	-$827K	0.11%	178
2022 Q4	$2.83M	Sell	89,037 -1,409	-2%	-$44.5K	0.19%	121
2022 Q3	$2.85M	Buy	90,446 +44,985	+99%	+$1.43M	0.22%	105
2022 Q2	$1.39M	Buy	45,461 +579	+1%	+$18.5K	0.11%	193
2022 Q1	$1.4M	Buy	+44,882	New	+$1.51M	0.11%	192

Other funds holding FDEC

Griffith & Werner Canton, Georgia $202M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

Global Retirement Partners's FDEC Position: Q4 2025 in Review

Global Retirement Partners held its FT Vest US Equity Buffer ETF December (FDEC) position steady in Q4 2025 at 575 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Global Retirement Partners first reported a position in FDEC in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.91M in Q2 2024. 142 funds tracked by Wall St. Rank hold FDEC as of Q4 2025.

Global Retirement Partners held 575 shares of FT Vest US Equity Buffer ETF December worth $29.4K as of Q4 2025.
Global Retirement Partners left its FT Vest US Equity Buffer ETF December share count unchanged in Q4 2025.
FT Vest US Equity Buffer ETF December made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2676 holding.
Global Retirement Partners first reported a position in FT Vest US Equity Buffer ETF December in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's FT Vest US Equity Buffer ETF December position peaked at $4.91M in Q2 2024.
142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.