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

Atria Wealth Solutions’s Portfolio XDEC Stock Details XDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-50,086
Closed -$1.65M – 2032
2023
Q3 		$1.65M Sell
50,086
-1,837
-4% -$60.4K 0.02% 627
2023
Q2 		$1.69M Buy
+51,923
New +$1.65M 0.02% 623

Other funds holding XDEC

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atria Wealth Solutions's XDEC Position: Q4 2023 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Enhance & Moderate Buffer ETF December (XDEC) in Q4 2023, closing a stake of 50,086 shares — an estimated $1.65M sold.

Atria Wealth Solutions first reported a position in XDEC in Q2 2023 and held it in 2 quarters. The position peaked at $1.69M in Q2 2023. 74 funds tracked by Wall St. Rank hold XDEC as of Q4 2023.

  • Atria Wealth Solutions reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF December position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 50,086 FT Vest US Equity Enhance & Moderate Buffer ETF December shares in Q4 2023, an estimated $1.65M.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF December in Q2 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's FT Vest US Equity Enhance & Moderate Buffer ETF December position peaked at $1.69M in Q2 2023.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF December as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.