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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,096	Closed	-$438K	–	1598
2025 Q1	$438K	Buy	10,096 +544	+6%	+$24.3K	0.01%	1261
2024 Q4	$426K	Buy	9,552 +864	+10%	+$38.3K	﹤0.01%	1351
2024 Q3	$380K	Sell	8,688 -6,200	-42%	-$266K	﹤0.01%	1377
2024 Q2	$633K	Sell	14,888 -333	-2%	-$13.8K	0.01%	1114
2024 Q1	$627K	Sell	15,221 -2,209	-13%	-$88.6K	0.01%	1141
2023 Q4	$680K	Buy	17,430 +10,315	+145%	+$377K	0.01%	1052
2023 Q3	$250K	Sell	7,115 -319	-4%	-$11.5K	﹤0.01%	1535
2023 Q2	$268K	Hold	7,434	–	–	﹤0.01%	1514
2023 Q1	$250K	Buy	+7,434	New	+$245K	﹤0.01%	1524

Other funds holding FDEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GPWM

Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Atria Wealth Solutions sold out of FT Vest US Equity Buffer ETF December (FDEC) in Q2 2025, closing a stake of 10,096 shares — an estimated $438K sold.

Atria Wealth Solutions first reported a position in FDEC in Q1 2023 and held it in 9 quarters. The position peaked at $680K in Q4 2023. 139 funds tracked by Wall St. Rank hold FDEC as of Q2 2025.

Atria Wealth Solutions reported no remaining FT Vest US Equity Buffer ETF December position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,096 FT Vest US Equity Buffer ETF December shares in Q2 2025, an estimated $438K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF December in Q1 2023 and held it in 9 quarters.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF December position peaked at $680K in Q4 2023.
139 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF December as of Q2 2025.

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