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

Atria Investments’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-164,866
Closed -$6.24M – 2092
2025
Q4 		$6.24M Buy
+164,866
New +$6.13M 0.07% 306
2024
Q4 		– Sell
-14,023
Closed -$466K – 1906
2024
Q3 		$466K Buy
+14,023
New +$459K 0.01% 1367

Other funds holding GDEC

HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments's GDEC Position: Q1 2026 in Review

Atria Investments sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q1 2026, closing a stake of 164,866 shares — an estimated $6.24M sold.

Atria Investments first reported a position in GDEC in Q3 2024 and held it in 2 quarters. The position peaked at $6.24M in Q4 2025. 107 funds tracked by Wall St. Rank hold GDEC as of Q1 2026.

  • Atria Investments reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 164,866 FT Vest US Equity Moderate Buffer ETF December shares in Q1 2026, an estimated $6.24M.
  • Atria Investments first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q3 2024 and held it in 2 quarters.
  • Atria Investments's FT Vest US Equity Moderate Buffer ETF December position peaked at $6.24M in Q4 2025.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q1 2026.

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