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OneDigital Investment Advisors’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-51,433
Closed -$1.71M – 1448
2024
Q3 		$1.71M Sell
51,433
-1,764
-3% -$57.7K 0.02% 486
2024
Q2 		$1.73M Hold
53,197
– – 0.02% 459
2024
Q1 		$1.68M Buy
53,197
+39,631
+292% +$1.22M 0.03% 383
2023
Q4 		$411K Buy
+13,566
New +$409K 0.01% 789

Other funds holding GDEC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
Envestnet Asset Management
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

OneDigital Investment Advisors's GDEC Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q4 2024, closing a stake of 51,433 shares — an estimated $1.71M sold.

OneDigital Investment Advisors first reported a position in GDEC in Q4 2023 and held it in 4 quarters. The position peaked at $1.73M in Q2 2024. 96 funds tracked by Wall St. Rank hold GDEC as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 51,433 FT Vest US Equity Moderate Buffer ETF December shares in Q4 2024, an estimated $1.71M.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2023 and held it in 4 quarters.
  • OneDigital Investment Advisors's FT Vest US Equity Moderate Buffer ETF December position peaked at $1.73M in Q2 2024.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.