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

Atria Investments’s Portfolio XJAN Stock Details XJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,169	Closed	-$503K	–	2003
2024 Q3	$503K	Buy	+15,169	New	+$497K	0.01%	1313

Other funds holding XJAN

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

KIA

Kraematon Investment Advisors Braintree, Massachusetts $123M AUM 24.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

KAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Atria Investments's XJAN Position: Q4 2024 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF January (XJAN) in Q4 2024, closing a stake of 15,169 shares — an estimated $503K sold.

Atria Investments first reported a position in XJAN in Q3 2024 and held it in 1 quarter. The position peaked at $503K in Q3 2024. 29 funds tracked by Wall St. Rank hold XJAN as of Q4 2024.

Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF January position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 15,169 FT Vest US Equity Enhance & Moderate Buffer ETF January shares in Q4 2024, an estimated $503K.
Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF January in Q3 2024 and held it in 1 quarter.
Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF January position peaked at $503K in Q3 2024.
29 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF January as of Q4 2024.

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