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 Q2	$5.1M	Sell	128,058 -1,051	-0.8%	-$41.1K	﹤0.01%	2787
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

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

FIBOI

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

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

AIC

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

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

LPL Financial's GDEC Position: Q2 2026 in Review

LPL Financial reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 0.81% in Q2 2026, selling an estimated $41.1K and leaving 128,058 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

LPL Financial first reported a position in GDEC in Q1 2024 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

LPL Financial held 128,058 shares of FT Vest US Equity Moderate Buffer ETF December worth $5.1M as of Q2 2026.
LPL Financial sold 1,051 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2026, an estimated $41.1K.
FT Vest US Equity Moderate Buffer ETF December made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2787 holding.
LPL Financial first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and has held it in 10 quarters since.
110 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.