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

Atria Investments’s Portfolio FDEC Stock Details FDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.68M	Buy	154,518 +3,456	+2%	+$176K	0.09%	252
2025 Q4	$7.73M	Buy	151,062 +24,755	+20%	+$1.24M	0.09%	253
2025 Q3	$6.22M	Buy	126,307 +80,136	+174%	+$3.84M	0.07%	315
2025 Q2	$2.15M	Buy	46,171 +12,309	+36%	+$542K	0.03%	691
2025 Q1	$1.47M	Buy	33,862 +15,119	+81%	+$676K	0.02%	839
2024 Q4	$835K	Buy	+18,743	New	+$831K	0.01%	1071
2024 Q3	–	Sell	-147,219	Closed	-$6.26M	–	1945
2024 Q2	$6.26M	Buy	147,219 +113,506	+337%	+$4.71M	0.08%	280
2024 Q1	$1.39M	Buy	33,713 +3,654	+12%	+$146K	0.02%	801
2023 Q4	$1.17M	Buy	+30,059	New	+$1.1M	0.02%	830
2022 Q2	–	Sell	-31,583	Closed	-$1.07M	–	786
2022 Q1	$1.07M	Buy	+31,583	New	+$1.06M	0.02%	823
2021 Q4	–	Sell	-78,551	Closed	-$2.63M	–	859
2021 Q3	$2.63M	Buy	+78,551	New	+$2.63M	0.05%	420

Other funds holding FDEC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

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

Atria Investments's FDEC Position: Q1 2026 in Review

Atria Investments increased its FT Vest US Equity Buffer ETF December (FDEC) stake by 2.3% in Q1 2026, buying an estimated $176K and bringing the position to 154,518 shares worth $7.68M. The position accounts for 0.09% of the portfolio, ranked #252.

Atria Investments first reported a position in FDEC in Q3 2021 and has held it in 11 quarters since. The position peaked at $7.73M in Q4 2025. 152 funds tracked by Wall St. Rank hold FDEC as of Q1 2026.

Atria Investments held 154,518 shares of FT Vest US Equity Buffer ETF December worth $7.68M as of Q1 2026.
Atria Investments bought 3,456 FT Vest US Equity Buffer ETF December shares in Q1 2026, an estimated $176K.
FT Vest US Equity Buffer ETF December made up 0.09% of Atria Investments's portfolio in Q1 2026, its #252 holding.
Atria Investments first reported a position in FT Vest US Equity Buffer ETF December in Q3 2021 and has held it in 11 quarters since.
Atria Investments's FT Vest US Equity Buffer ETF December position peaked at $7.73M in Q4 2025.
152 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.