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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
2026
Q2 		$407K Buy
+9,503
New +$401K ﹤0.01% 1641
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Atria Investments's XDEC Position: Q2 2026 in Review

Atria Investments opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q2 2026: 9,503 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #1641 among its holdings. This is a return to the name: Atria Investments previously reported a position in XDEC as recently as Q3 2024.

Atria Investments first reported a position in XDEC in Q1 2023 and has held it in 3 quarters since. The position peaked at $9.62M in Q1 2023. 84 funds tracked by Wall St. Rank hold XDEC as of Q2 2026.

  • Atria Investments held 9,503 shares of FT Vest US Equity Enhance & Moderate Buffer ETF December worth $407K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December was a new Atria Investments position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF December made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1641 holding.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q1 2023 and has held it in 3 quarters since.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $9.62M in Q1 2023.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q2 2026.

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