AWS
FDEC icon

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return