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

Uniting Wealth Partners’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
-282,697
Closed -$9.94M – 200
2025
Q2 		$9.94M Buy
+282,697
New +$9.47M 3.84% 3

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Uniting Wealth Partners's GDEC Position: Q3 2025 in Review

Uniting Wealth Partners sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q3 2025, closing a stake of 282,697 shares — an estimated $9.94M sold.

Uniting Wealth Partners first reported a position in GDEC in Q2 2025 and held it in 1 quarter. The position peaked at $9.94M in Q2 2025. 81 funds tracked by Wall St. Rank hold GDEC as of Q3 2025.

  • Uniting Wealth Partners reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q3 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 282,697 FT Vest US Equity Moderate Buffer ETF December shares in Q3 2025, an estimated $9.94M.
  • Uniting Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q2 2025 and held it in 1 quarter.
  • Uniting Wealth Partners's FT Vest US Equity Moderate Buffer ETF December position peaked at $9.94M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q3 2025.

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