Atria Investments’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Atria Investments’s Portfolio FJUN Stock Details FJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.34M	Buy	94,511 +13,802	+17%	+$790K	0.06%	358
2025 Q4	$4.61M	Sell	80,709 -9,931	-11%	-$560K	0.05%	399
2025 Q3	$5.07M	Sell	90,640 -25,286	-22%	-$1.39M	0.06%	389
2025 Q2	$6.22M	Sell	115,926 -32,323	-22%	-$1.64M	0.07%	310
2025 Q1	$7.4M	Buy	148,249 +10,865	+8%	+$561K	0.09%	246
2024 Q4	$7.06M	Sell	137,384 -5,865	-4%	-$301K	0.09%	264
2024 Q3	$7.24M	Buy	143,249 +7,099	+5%	+$348K	0.09%	252
2024 Q2	$6.59M	Sell	136,150 -7,305	-5%	-$346K	0.09%	267
2024 Q1	$6.75M	Buy	143,455 +4,635	+3%	+$211K	0.09%	261
2023 Q4	$6.13M	Buy	138,820 +769	+0.6%	+$32.2K	0.09%	248
2023 Q3	$5.6M	Buy	138,051 +1,116	+0.8%	+$46.4K	0.1%	253
2023 Q2	$5.67M	Buy	+136,935	New	+$5.37M	0.1%	226
2023 Q1	–	Sell	-164,273	Closed	-$5.93M	–	833
2022 Q4	$5.93M	Sell	164,273 -1,044	-0.6%	-$37.5K	0.12%	212
2022 Q3	$5.63M	Sell	165,317 -7,938	-5%	-$288K	0.12%	206
2022 Q2	$6.09M	Buy	+173,255	New	+$6.21M	0.13%	194
2021 Q1	–	Sell	-54,329	Closed	-$1.85M	–	722
2020 Q4	$1.85M	Buy	54,329 +2,967	+6%	+$98.3K	0.04%	441
2020 Q3	$1.65M	Buy	51,362 +4,515	+10%	+$143K	0.05%	396
2020 Q2	$1.43M	Buy	+46,847	New	+$1.42M	0.05%	396

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Atria Investments's FJUN Position: Q1 2026 in Review

Atria Investments increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 17% in Q1 2026, buying an estimated $790K and bringing the position to 94,511 shares worth $5.34M. The position accounts for 0.06% of the portfolio, ranked #358.

Atria Investments first reported a position in FJUN in Q2 2020 and has held it in 18 quarters since. The position peaked at $7.4M in Q1 2025. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Atria Investments held 94,511 shares of FT Vest US Equity Buffer ETF June worth $5.34M as of Q1 2026.
Atria Investments bought 13,802 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $790K.
FT Vest US Equity Buffer ETF June made up 0.06% of Atria Investments's portfolio in Q1 2026, its #358 holding.
Atria Investments first reported a position in FT Vest US Equity Buffer ETF June in Q2 2020 and has held it in 18 quarters since.
Atria Investments's FT Vest US Equity Buffer ETF June position peaked at $7.4M in Q1 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.