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 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

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GIA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

NorthCrest Asset Manangement's GDEC Position: Q2 2026 in Review

NorthCrest Asset Manangement held its FT Vest US Equity Moderate Buffer ETF December (GDEC) position steady in Q2 2026 at 31,887 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #321.

NorthCrest Asset Manangement first reported a position in GDEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q4 2025. 63 funds tracked by Wall St. Rank hold GDEC as of Q2 2026.

NorthCrest Asset Manangement held 31,887 shares of FT Vest US Equity Moderate Buffer ETF December worth $1.27M as of Q2 2026.
NorthCrest Asset Manangement left its FT Vest US Equity Moderate Buffer ETF December share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF December made up 0.03% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #321 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 3 quarters since.
NorthCrest Asset Manangement's FT Vest US Equity Moderate Buffer ETF December position peaked at $1.64M in Q4 2025.
63 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.