Atria Wealth Solutions’s FT Vest US Equity Deep Buffer ETF December DDEC Stock Holding History

Atria Wealth Solutions’s Portfolio DDEC Stock Details DDEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,372	Closed	-$212K	–	1995
2024 Q3	$212K	Buy	+5,372	New	+$209K	﹤0.01%	1751
2024 Q2	–	Sell	-49,632	Closed	-$1.86M	–	1957
2024 Q1	$1.86M	Buy	49,632 +6,438	+15%	+$235K	0.02%	665
2023 Q4	$1.54M	Buy	+43,194	New	+$1.49M	0.02%	694

Other funds holding DDEC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return

KAS

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

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

SWM

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Atria Wealth Solutions's DDEC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Deep Buffer ETF December (DDEC) in Q4 2024, closing a stake of 5,372 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in DDEC in Q4 2023 and held it in 3 quarters. The position peaked at $1.86M in Q1 2024. 103 funds tracked by Wall St. Rank hold DDEC as of Q4 2024.

Atria Wealth Solutions reported no remaining FT Vest US Equity Deep Buffer ETF December position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,372 FT Vest US Equity Deep Buffer ETF December shares in Q4 2024, an estimated $212K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Deep Buffer ETF December in Q4 2023 and held it in 3 quarters.
Atria Wealth Solutions's FT Vest US Equity Deep Buffer ETF December position peaked at $1.86M in Q1 2024.
103 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF December as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.