Lifeworks Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Lifeworks Advisors’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
2026 Q1	$290K	Hold	7,834	–	–	0.04%	248
2025 Q4	$296K	Hold	7,834	–	–	0.04%	266
2025 Q3	$287K	Sell	7,834 -66	-0.8%	-$2.37K	0.04%	261
2025 Q2	$278K	Sell	7,900 -829	-9%	-$27.8K	0.04%	259
2025 Q1	$289K	Sell	8,729 -281	-3%	-$9.52K	0.05%	249
2024 Q4	$304K	Buy	9,010 +1,811	+25%	+$60.8K	0.05%	234
2024 Q3	$239K	Sell	7,199 -1,660	-19%	-$54.3K	0.05%	257
2024 Q2	$287K	Sell	8,859 -995	-10%	-$31.6K	0.08%	181
2024 Q1	$311K	Buy	9,854 +1,160	+13%	+$35.8K	0.09%	174
2023 Q4	$263K	Buy	+8,694	New	+$262K	0.09%	172

Other funds holding GDEC

HCM

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

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

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

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

Lifeworks Advisors's GDEC Position: Q1 2026 in Review

Lifeworks Advisors held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q1 2026 at 7,834 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #248.

Lifeworks Advisors first reported a position in GDEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $311K in Q1 2024. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

Lifeworks Advisors held 7,834 shares of FT Vest US Equity Moderate Buffer ETF December worth $290K as of Q1 2026.
Lifeworks Advisors left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.04% of Lifeworks Advisors's portfolio in Q1 2026, its #248 holding.
Lifeworks Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and has held it in 10 quarters since.
Lifeworks Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $311K in Q1 2024.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.