LifeWealth Investments’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

LifeWealth Investments’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 Q4	–	Sell	-6,129	Closed	-$225K	–	162
2025 Q3	$225K	Sell	6,129 -22,938	-79%	-$824K	0.07%	129
2025 Q2	$1.02M	Sell	29,067 -23,468	-45%	-$787K	0.37%	56
2025 Q1	$1.74M	Buy	52,535 +24,191	+85%	+$819K	0.84%	38
2024 Q4	$956K	Buy	+28,344	New	+$951K	0.63%	45

Other funds holding GDEC

HCM

Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LifeWealth Investments's GDEC Position: Q4 2025 in Review

LifeWealth Investments sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q4 2025, closing a stake of 6,129 shares — an estimated $225K sold.

LifeWealth Investments first reported a position in GDEC in Q4 2024 and held it in 4 quarters. The position peaked at $1.74M in Q1 2025. 107 funds tracked by Wall St. Rank hold GDEC as of Q4 2025.

LifeWealth Investments reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q4 2025 after selling out during the quarter.
LifeWealth Investments sold 6,129 FT Vest US Equity Moderate Buffer ETF December shares in Q4 2025, an estimated $225K.
LifeWealth Investments first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 4 quarters.
LifeWealth Investments's FT Vest US Equity Moderate Buffer ETF December position peaked at $1.74M in Q1 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.