AWS
GDEC icon

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

Atria Wealth Solutions’s Portfolio GDEC Stock Details GDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22,663
Closed -$750K – 1633
2025
Q1 		$750K Sell
22,663
-919
-4% -$31.1K 0.01% 997
2024
Q4 		$795K Buy
23,582
+10,794
+84% +$362K 0.01% 1025
2024
Q3 		$425K Sell
12,788
-130
-1% -$4.25K ﹤0.01% 1318
2024
Q2 		$419K Buy
12,918
+303
+2% +$9.63K ﹤0.01% 1319
2024
Q1 		$398K Buy
+12,615
New +$390K ﹤0.01% 1368

Other funds holding GDEC

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UWP
Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWM
FSR Wealth Management Elmhurst, Illinois $87.8M AUM 10.63% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Atria Wealth Solutions sold out of FT Vest US Equity Moderate Buffer ETF December (GDEC) in Q2 2025, closing a stake of 22,663 shares — an estimated $750K sold.

Atria Wealth Solutions first reported a position in GDEC in Q1 2024 and held it in 5 quarters. The position peaked at $795K in Q4 2024. 102 funds tracked by Wall St. Rank hold GDEC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining FT Vest US Equity Moderate Buffer ETF December position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 22,663 FT Vest US Equity Moderate Buffer ETF December shares in Q2 2025, an estimated $750K.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF December in Q1 2024 and held it in 5 quarters.
  • Atria Wealth Solutions's FT Vest US Equity Moderate Buffer ETF December position peaked at $795K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF December as of Q2 2025.

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