Lord & Richards Wealth Management’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Lord & Richards Wealth Management’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 Q2	–	Sell	-17,671	Closed	-$585K	–	90
2025 Q1	$585K	Sell	17,671 -14,940	-46%	-$506K	0.66%	42
2024 Q4	$1.1M	Buy	+32,611	New	+$1.09M	2.32%	9

Other funds holding GDEC

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HCM

Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 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

UWP

Uniting Wealth Partners Mission, Kansas $470M AUM 30.3% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

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

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

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

Lord & Richards Wealth Management's GDEC Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2025, closing a stake of 17,671 shares — an estimated $585K sold.

Lord & Richards Wealth Management first reported a position in GDEC in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q4 2024. 102 funds tracked by Wall St. Rank hold GDEC as of Q2 2025.

Lord & Richards Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q2 2025 after selling out during the quarter.
Lord & Richards Wealth Management sold 17,671 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2025, an estimated $585K.
Lord & Richards Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 2 quarters.
Lord & Richards Wealth Management's FT Vest US Equity Moderate Buffer ETF December position peaked at $1.1M in Q4 2024.
102 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.