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SMART Wealth’s FT Vest US Equity Moderate Buffer ETF December GDEC Stock Holding History

SMART Wealth’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
Q3 		– Sell
-52,930
Closed -$1.86M – 159
2025
Q2 		$1.86M Sell
52,930
-59,982
-53% -$2.01M 0.58% 59
2025
Q1 		$3.74M Buy
112,912
+11,511
+11% +$390K 1.34% 23
2024
Q4 		$3.42M Buy
+101,401
New +$3.4M 1.22% 25

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

SMART Wealth's GDEC Position: Q3 2025 in Review

SMART Wealth sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q3 2025, closing a stake of 52,930 shares — an estimated $1.86M sold.

SMART Wealth first reported a position in GDEC in Q4 2024 and held it in 3 quarters. The position peaked at $3.74M in Q1 2025. 81 funds tracked by Wall St. Rank hold GDEC as of Q3 2025.

  • SMART Wealth reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 52,930 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2025, an estimated $1.86M.
  • SMART Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q4 2024 and held it in 3 quarters.
  • SMART Wealth's FT Vest US Equity Moderate Buffer ETF December position peaked at $3.74M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.