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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

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HCM
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UWP
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MCM
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Raymond James Financial
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Envestnet Asset Management
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FWM
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MML Investors Services
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