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Atria Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF February XFEB Stock Holding History

Atria Investments’s Portfolio XFEB Stock Details XFEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,248
Closed -$393K – 2009
2024
Q3 		$393K Buy
+12,248
New +$387K ﹤0.01% 1454

Other funds holding XFEB

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Investments's XFEB Position: Q4 2024 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF February (XFEB) in Q4 2024, closing a stake of 12,248 shares — an estimated $393K sold.

Atria Investments first reported a position in XFEB in Q3 2024 and held it in 1 quarter. The position peaked at $393K in Q3 2024. 22 funds tracked by Wall St. Rank hold XFEB as of Q4 2024.

  • Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF February position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 12,248 FT Vest US Equity Enhance & Moderate Buffer ETF February shares in Q4 2024, an estimated $393K.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF February in Q3 2024 and held it in 1 quarter.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF February position peaked at $393K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF February as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.