AWS
YDEC icon

Atria Wealth Solutions’s FT Vest International Equity Moderate Buffer ETF December YDEC Stock Holding History

Atria Wealth Solutions’s Portfolio YDEC Stock Details YDEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,104
Closed -$205K – 2102
2024
Q4 		$205K Sell
9,104
-28
-0.3% -$661 ﹤0.01% 1817
2024
Q3 		$226K Buy
+9,132
New +$220K ﹤0.01% 1696

Other funds holding YDEC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
IF
Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's YDEC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest International Equity Moderate Buffer ETF December (YDEC) in Q1 2025, closing a stake of 9,104 shares — an estimated $205K sold.

Atria Wealth Solutions first reported a position in YDEC in Q3 2024 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 38 funds tracked by Wall St. Rank hold YDEC as of Q1 2025.

  • Atria Wealth Solutions reported no remaining FT Vest International Equity Moderate Buffer ETF December position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,104 FT Vest International Equity Moderate Buffer ETF December shares in Q1 2025, an estimated $205K.
  • Atria Wealth Solutions first reported a position in FT Vest International Equity Moderate Buffer ETF December in Q3 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's FT Vest International Equity Moderate Buffer ETF December position peaked at $226K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF December as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.