Atria Wealth Solutions’s FT Vest U.S. Equity Max Buffer ETF - December DECM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$218K Sell
6,900
-908
-12% -$28K ﹤0.01% 1341
2025
Q1
$239K Buy
+7,808
New +$241K ﹤0.01% 1611

Other funds holding DECM

Atria Wealth Solutions's DECM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest U.S. Equity Max Buffer ETF - December (DECM) stake by 12% in Q2 2025, selling an estimated $28K and leaving 6,900 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Atria Wealth Solutions first reported a position in DECM in Q1 2025 and has held it in 2 quarters since. The position peaked at $239K in Q1 2025. 32 funds tracked by Wall St. Rank hold DECM as of Q2 2025.

  • Atria Wealth Solutions held 6,900 shares of FT Vest U.S. Equity Max Buffer ETF - December worth $218K as of Q2 2025.
  • Atria Wealth Solutions sold 908 FT Vest U.S. Equity Max Buffer ETF - December shares in Q2 2025, an estimated $28K.
  • FT Vest U.S. Equity Max Buffer ETF - December made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1341 holding.
  • Atria Wealth Solutions first reported a position in FT Vest U.S. Equity Max Buffer ETF - December in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's FT Vest U.S. Equity Max Buffer ETF - December position peaked at $239K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - December as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.