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Atria Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF December XDEC Stock Holding History

Atria Investments’s Portfolio XDEC Stock Details XDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,156
Closed -$704K – 2001
2024
Q3 		$704K Buy
+19,156
New +$696K 0.01% 1156
2023
Q2 		– Sell
-308,179
Closed -$9.62M – 895
2023
Q1 		$9.62M Buy
+308,179
New +$9.45M 0.18% 135

Other funds holding XDEC

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atria Investments's XDEC Position: Q4 2024 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q4 2024, closing a stake of 19,156 shares — an estimated $704K sold.

Atria Investments first reported a position in XDEC in Q1 2023 and held it in 2 quarters. The position peaked at $9.62M in Q1 2023. 87 funds tracked by Wall St. Rank hold XDEC as of Q4 2024.

  • Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 19,156 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q4 2024, an estimated $704K.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and held it in 2 quarters.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $9.62M in Q1 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2024.

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