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Atria Investments’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Atria Investments’s Portfolio GOCT Stock Details GOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,822
Closed -$437K – 1959
2024
Q2 		$437K Buy
+12,822
New +$432K 0.01% 1371

Other funds holding GOCT

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HP
Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Atria Investments's GOCT Position: Q3 2024 in Review

Atria Investments sold out of FT Vest US Equity Moderate Buffer ETF October (GOCT) in Q3 2024, closing a stake of 12,822 shares — an estimated $437K sold.

Atria Investments first reported a position in GOCT in Q2 2024 and held it in 1 quarter. The position peaked at $437K in Q2 2024. 49 funds tracked by Wall St. Rank hold GOCT as of Q3 2024.

  • Atria Investments reported no remaining FT Vest US Equity Moderate Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 12,822 FT Vest US Equity Moderate Buffer ETF October shares in Q3 2024, an estimated $437K.
  • Atria Investments first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q2 2024 and held it in 1 quarter.
  • Atria Investments's FT Vest US Equity Moderate Buffer ETF October position peaked at $437K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.