NorthCrest Asset Manangement’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

NorthCrest Asset Manangement’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 Q3	$1.04M	Sell	25,271 -6,616	-21%	-$267K	0.02%	396
2026 Q2	$1.27M	Hold	31,887	–	–	0.03%	321
2026 Q1	$1.19M	Sell	31,887 -11,240	-26%	-$425K	0.04%	301
2025 Q4	$1.64M	Buy	+43,127	New	+$1.6M	0.04%	287

Other funds holding GDEC

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

NorthCrest Asset Manangement's GDEC Position: Q3 2026 in Review

NorthCrest Asset Manangement reduced its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 21% in Q3 2026, selling an estimated $267K and leaving 25,271 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #396.

NorthCrest Asset Manangement first reported a position in GDEC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.64M in Q4 2025. 8 funds tracked by Wall St. Rank hold GDEC as of Q3 2026.

NorthCrest Asset Manangement held 25,271 shares of FT Vest US Equity Moderate Buffer ETF December worth $1.04M as of Q3 2026.
NorthCrest Asset Manangement sold 6,616 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2026, an estimated $267K.
FT Vest US Equity Moderate Buffer ETF December made up 0.02% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #396 holding.
NorthCrest Asset Manangement first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2025 and has held it in 4 quarters since.
NorthCrest Asset Manangement's FT Vest US Equity Moderate Buffer ETF December position peaked at $1.64M in Q4 2025.
8 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.