Atria Investments, Inc XDEC — FIRST TR EXCHNG TRADED FD VI

Ownership history in Atria Investments, Inc  ·  4 quarters on record

AI Ownership Summary

Atria Investments, Inc reported FIRST TR EXCHNG TRADED FD VI (XDEC) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows XDEC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XDEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

XDEC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XDEC stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held XDEC — position size vs. price
% of Fund (quarterly)    XDEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 13,695 +4,192 +44.1% 0.01% $600K 2026-10-15 $44.02
2026 Q2 REDUCED 50.4% +2.4% ❌ 9,503 -9,653 -50.4% 0.00% $407K 2026-07-28 $42.97
2024 Q3 REDUCED 93.8% +1.4% ❌ 19,156 -289,023 -93.8% 0.01% $704K 2024-11-01 $36.95
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XDEC

As of 2026 Q3 — sorted by position size

BAM Wealth Management, LLC 0.14% First Heartland Consultants, Inc. 3Y 7Y 0.06% Signal Advisors Wealth, LLC 0.04% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Atria Investments, Inc and XDEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning XDEC?

Atria Investments, Inc reported XDEC across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported XDEC position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for XDEC was 0.01% in 2024 Q3.

What is the latest reported XDEC position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 13,695 shares, equal to 0.01% of portfolio, with an estimated market value of $600K.

What does the chart on this XDEC ownership page compare?

The chart compares Atria Investments, Inc's quarterly XDEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their XDEC position?

Based on 13F filing dates vs. subsequent XDEC price moves, Atria Investments, Inc correctly timed 1 out of 3 reported position changes (33%).

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