LPL Financial’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

LPL Financial’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	$4.78M	Sell	129,109 -4,837	-4%	-$183K	﹤0.01%	2657
2025 Q4	$5.07M	Buy	133,946 +44,669	+50%	+$1.66M	﹤0.01%	2524
2025 Q3	$3.27M	Sell	89,277 -466	-0.5%	-$16.7K	﹤0.01%	2855
2025 Q2	$3.15M	Buy	89,743 +40,589	+83%	+$1.36M	﹤0.01%	2697
2025 Q1	$1.63M	Buy	49,154 +2,120	+5%	+$71.8K	﹤0.01%	3131
2024 Q4	$1.59M	Buy	47,034 +20,882	+80%	+$701K	﹤0.01%	3086
2024 Q3	$868K	Buy	26,152 +25	+0.1%	+$818	﹤0.01%	3523
2024 Q2	$847K	Hold	26,127	–	–	﹤0.01%	3411
2024 Q1	$825K	Buy	+26,127	New	+$807K	﹤0.01%	3349

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

LPL Financial's GDEC Position: Q1 2026 in Review

LPL Financial reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 3.6% in Q1 2026, selling an estimated $183K and leaving 129,109 shares worth $4.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

LPL Financial first reported a position in GDEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.07M in Q4 2025. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

LPL Financial held 129,109 shares of FT Vest US Equity Moderate Buffer ETF December worth $4.78M as of Q1 2026.
LPL Financial sold 4,837 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $183K.
FT Vest US Equity Moderate Buffer ETF December made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2657 holding.
LPL Financial first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and has held it in 9 quarters since.
LPL Financial's FT Vest US Equity Moderate Buffer ETF December position peaked at $5.07M in Q4 2025.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.