Great Lakes Retirement’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Great Lakes Retirement’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	-23,578	Closed	-$829K	–	203
2025 Q2	$829K	Sell	23,578 -12,829	-35%	-$430K	0.1%	153
2025 Q1	$1.21M	Sell	36,407 -1,777	-5%	-$60.2K	0.16%	136
2024 Q4	$1.29M	Buy	+38,184	New	+$1.28M	0.17%	131

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Great Lakes Retirement's GDEC Position: Q3 2025 in Review

Great Lakes Retirement sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q3 2025, closing a stake of 23,578 shares — an estimated $829K sold.

Great Lakes Retirement first reported a position in GDEC in Q4 2024 and held it in 3 quarters. The position peaked at $1.29M in Q4 2024. 81 funds tracked by Wall St. Rank hold GDEC as of Q3 2025.

Great Lakes Retirement reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q3 2025 after selling out during the quarter.
Great Lakes Retirement sold 23,578 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2025, an estimated $829K.
Great Lakes Retirement first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 3 quarters.
Great Lakes Retirement's FT Vest US Equity Moderate Buffer ETF December position peaked at $1.29M in Q4 2024.
81 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2025.

Based on Great Lakes Retirement's 13F filing for Q3 2025, filed 12 Nov 2025.