Number of Shares
271,240.00
Current Holdings Value*
$8.98 Mil
% of Portfolio
11.85%
Total Estimate Gain
$504,725.16
% of Total Estimate Gain
5.54%

FSR Wealth Management Ltd.'s FT Vest U.S. Equity Moderate Buffer ETF - December Holding Summary

As of 2025-03-31, FSR Wealth Management Ltd. held 271,240.00 shares of FT Vest U.S. Equity Moderate Buffer ETF - December(GDEC), totaling $8.98 Mil. This investment constitutes 11.85% of their stock portfolio, and FSR Wealth Management Ltd. now holds 2.35% of the outstanding FT Vest U.S. Equity Moderate Buffer ETF - December(GDEC) stock.

The initial trade took place in 2024Q4. And since then FSR Wealth Management Ltd. has made 1 purchases of GDEC, at an average price of $33.57, for a total of 271,240.00 shares. Based on historical transaction data and GDEC's current price of $35.43, FSR Wealth Management Ltd.'s estimated gain on his GDEC holdings is $504,725.16, reflecting a 5.54% gain to date.

FSR Wealth Management Ltd. GDEC ($35.43) Holding Chart

FSR Wealth Management Ltd. GDEC ($35.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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