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Grant Private Wealth Management’s FT Vest US Equity Buffer ETF December FDEC Stock Holding History

Grant Private Wealth 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
Q3 		– Sell
-604,354
Closed -$28.2M – 149
2025
Q2 		$28.2M Buy
+604,354
New +$26.6M 15.99% 1

Other funds holding FDEC

GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Grant Private Wealth Management's FDEC Position: Q3 2025 in Review

Grant Private Wealth Management sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q3 2025, closing a stake of 604,354 shares — an estimated $28.2M sold.

Grant Private Wealth Management first reported a position in FDEC in Q2 2025 and held it in 1 quarter. The position peaked at $28.2M in Q2 2025. 138 funds tracked by Wall St. Rank hold FDEC as of Q3 2025.

  • Grant Private Wealth Management reported no remaining FT Vest US Equity Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 604,354 FT Vest US Equity Buffer ETF December shares in Q3 2025, an estimated $28.2M.
  • Grant Private Wealth Management first reported a position in FT Vest US Equity Buffer ETF December in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's FT Vest US Equity Buffer ETF December position peaked at $28.2M in Q2 2025.
  • 138 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.