Richard W. Paul & Associates’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Richard W. Paul & Associates’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
2025 Q2	–	Sell	-99	Closed	-$3.28K	–	346
2025 Q1	$3.28K	Hold	99	–	–	﹤0.01%	268
2024 Q4	$3.34K	Buy	+99	New	+$3.32K	﹤0.01%	377

Other funds holding GDEC

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HCM

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FWM

FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Richard W. Paul & Associates's GDEC Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2025, closing a stake of 99 shares — an estimated $3.28K sold.

Richard W. Paul & Associates first reported a position in GDEC in Q4 2024 and held it in 2 quarters. The position peaked at $3.34K in Q4 2024. 102 funds tracked by Wall St. Rank hold GDEC as of Q2 2025.

Richard W. Paul & Associates reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q2 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 99 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2025, an estimated $3.28K.
Richard W. Paul & Associates first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 2 quarters.
Richard W. Paul & Associates's FT Vest US Equity Moderate Buffer ETF December position peaked at $3.34K in Q4 2024.
102 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.