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FT Vest US Equity Moderate Buffer ETF December
GDEC

96 hedge funds and large institutions have $259M invested in FT Vest US Equity Moderate Buffer ETF December in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 10

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

194% more capital invested

Capital invested by funds: $88.3M → $259M (+$171M)

81% more funds holding

Funds holding: 53 → 96 (+43)

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

5.31% more ownership

Funds ownership: 59.64% → 64.96% (+5.3%)

Holders
96
Holders Change
+43
Holders Change %
+81.13%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
25
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$98.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$13.7M
3
MCM
MAI Capital Management
Ohio
+$11.2M
4
LAS
Lloyd Advisory Services
Georgia
+$6.62M
5
OWA
Outlook Wealth Advisors
Texas
+$5.4M

Top Sellers

Rank Fund Capital Flow
1
BIM
Bullseye Investment Management
Ohio
-$4.41M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.62M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.28M
4
OIA
OneDigital Investment Advisors
Kansas
-$1.71M
5
UBS Group
UBS Group
Switzerland
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
51
EPG Wealth Management
Georgia
$381K +$379K +11,300 New
OMC
52
Old Mission Capital
Illinois
$374K +$53.5K +1,595 +17%
AAS
53
Avantax Advisory Services
Texas
$365K +$363K +10,810 New
DFA
54
DHJJ Financial Advisors
Illinois
$331K -$132K -3,922 -29%
BFAG
55
Blackston Financial Advisory Group
Florida
$322K +$321K +9,559 New
LA
56
Lifeworks Advisors
Michigan
$304K +$60.8K +1,811 +25%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$297K -$176K -5,241 -37%
HI
58
Harbour Investments
Wisconsin
$290K +$156K +4,658 +118%
GFG
59
Grantvest Financial Group
New Jersey
$289K +$288K +8,577 New
PAS
60
PKS Advisory Services
New York
$267K +$266K +7,922 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$264K +$252K +7,500 +2,266%
CA
62
CoreCap Advisors
Michigan
$256K +$43.1K +1,284 +20%
Mariner
63
Mariner
Kansas
$254K -$671 -20 -0.3%
DI
64
Diligent Investors
California
$253K +$252K +7,500 New
OP
65
ORG Partners
Indiana
$253K +$185K +5,500 +275%
AIA
66
AssuredPartners Investment Advisors
Florida
$250K +$248K +7,400 New
FPWM
67
FSB Premier Wealth Management
Iowa
$249K +$2.62K +78 +1%
KFG
68
Kingdom Financial Group
Arizona
$247K +$245K +7,312 New
BRWA
69
B. Riley Wealth Advisors
Florida
$231K -$1.68K -50 -0.7%
MCC
70
Money Concepts Capital
Florida
$228K – – –
GF
71
Gries Financial
Ohio
$215K +$214K +6,376 New
SP
72
Sequent Planning
Nebraska
$209K -$10.9K -324 -5%
BCM
73
Brookstone Capital Management
Illinois
$203K +$202K +6,021 New
AWA
74
Adapt Wealth Advisors
Georgia
$202K +$201K +6,000 New
RCAG
75
Rehmann Capital Advisory Group
Michigan
$202K +$201K +5,995 New
1 2
3
4 5

GDEC Hedge Fund Activity: Q4 2024 in Review

96 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF December (GDEC) for Q4 2024, worth a combined $259M — up 194% from $88.3M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GDEC positions and 10 closed out — a net gain of 45 holders — while 25 added to existing stakes and 14 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $98.8M. The largest seller was Bullseye Investment Management, cutting an estimated $4.41M.

  • 96 institutional investors held FT Vest US Equity Moderate Buffer ETF December (GDEC) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $259M of FT Vest US Equity Moderate Buffer ETF December stock for Q4 2024, up 194% quarter-over-quarter.
  • 55 funds opened new FT Vest US Equity Moderate Buffer ETF December positions in Q4 2024 and 10 closed out, a net change of +45 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF December buyer in Q4 2024 was AE Wealth Management, an estimated $98.8M added.
  • The largest FT Vest US Equity Moderate Buffer ETF December seller in Q4 2024 was Bullseye Investment Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q4 2024.