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

Atria Investments’s Portfolio XOCT Stock Details XOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,935
Closed -$319K – 2161
2025
Q2 		$319K Buy
+8,935
New +$306K ﹤0.01% 1682
2024
Q3 		– Sell
-15,622
Closed -$521K – 2063
2024
Q2 		$521K Buy
+15,622
New +$516K 0.01% 1276

Other funds holding XOCT

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
OS
Objectivity Squared Charleston, South Carolina $159M AUM 22.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 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

Atria Investments's XOCT Position: Q3 2025 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF October (XOCT) in Q3 2025, closing a stake of 8,935 shares — an estimated $319K sold.

Atria Investments first reported a position in XOCT in Q2 2024 and held it in 2 quarters. The position peaked at $521K in Q2 2024. 35 funds tracked by Wall St. Rank hold XOCT as of Q3 2025.

  • Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF October position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 8,935 FT Vest US Equity Enhance & Moderate Buffer ETF October shares in Q3 2025, an estimated $319K.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF October in Q2 2024 and held it in 2 quarters.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF October position peaked at $521K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF October as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.