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Sequent Planning’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

Sequent Planning’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
Q1 		$626K Buy
16,920
+1,113
+7% +$42K 0.15% 115
2025
Q4 		$598K Sell
15,807
-746
-5% -$27.7K 0.15% 111
2025
Q3 		$607K Sell
16,553
-131
-0.8% -$4.71K 0.17% 105
2025
Q2 		$587K Buy
16,684
+8,017
+93% +$269K 0.19% 83
2025
Q1 		$287K Buy
8,667
+2,474
+40% +$83.8K 0.1% 118
2024
Q4 		$209K Sell
6,193
-324
-5% -$10.9K 0.08% 138
2024
Q3 		$216K Buy
+6,517
New +$213K 0.07% 138

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sequent Planning's GDEC Position: Q1 2026 in Review

Sequent Planning increased its FT Vest US Equity Moderate Buffer ETF December (GDEC) stake by 7% in Q1 2026, buying an estimated $42K and bringing the position to 16,920 shares worth $626K. The position accounts for 0.15% of the portfolio, ranked #115.

Sequent Planning first reported a position in GDEC in Q3 2024 and has held it in 7 quarters since. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

  • Sequent Planning held 16,920 shares of FT Vest US Equity Moderate Buffer ETF December worth $626K as of Q1 2026.
  • Sequent Planning bought 1,113 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $42K.
  • FT Vest US Equity Moderate Buffer ETF December made up 0.15% of Sequent Planning's portfolio in Q1 2026, its #115 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q3 2024 and has held it in 7 quarters since.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.