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 Q2	–	Sell	-154,518	Closed	-$7.68M	–	2165
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

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Atria Investments's FDEC Position: Q2 2026 in Review

Atria Investments sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2026, closing a stake of 154,518 shares — an estimated $7.68M sold.

Atria Investments first reported a position in FDEC in Q3 2021 and held it in 11 quarters. The position peaked at $7.73M in Q4 2025. 149 funds tracked by Wall St. Rank hold FDEC as of Q2 2026.

Atria Investments reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 154,518 FT Vest US Equity Buffer ETF December shares in Q2 2026, an estimated $7.68M.
Atria Investments first reported a position in FT Vest US Equity Buffer ETF December in Q3 2021 and held it in 11 quarters.
Atria Investments's FT Vest US Equity Buffer ETF December position peaked at $7.73M in Q4 2025.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.