Atria Investments’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Atria Investments’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,828	Closed	-$428K	–	1880
2024 Q3	$428K	Buy	+10,828	New	+$421K	0.01%	1405
2021 Q4	–	Sell	-110,220	Closed	-$3.53M	–	853
2021 Q3	$3.53M	Buy	110,220 +57,397	+109%	+$1.84M	0.06%	347
2021 Q2	$1.69M	Buy	+52,823	New	+$1.67M	0.03%	574

Other funds holding DDEC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Atria Investments's DDEC Position: Q4 2024 in Review

Atria Investments sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q4 2024, closing a stake of 10,828 shares — an estimated $428K sold.

Atria Investments first reported a position in DDEC in Q2 2021 and held it in 3 quarters. The position peaked at $3.53M in Q3 2021. 103 funds tracked by Wall St. Rank hold DDEC as of Q4 2024.

Atria Investments reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 10,828 FT Vest US Equity Deep Buffer ETF December shares in Q4 2024, an estimated $428K.
Atria Investments first reported a position in FT Vest US Equity Deep Buffer ETF December in Q2 2021 and held it in 3 quarters.
Atria Investments's FT Vest US Equity Deep Buffer ETF December position peaked at $3.53M in Q3 2021.
103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.