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Atria Wealth Solutions’s FT Vest Buffered Allocation Defensive ETF BUFT Stock Holding History

Atria Wealth Solutions’s Portfolio BUFT Stock Details BUFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,690
Closed -$262K – 1887
2024
Q4 		$262K Sell
11,690
-396
-3% -$8.84K ﹤0.01% 1642
2024
Q3 		$267K Buy
12,086
+20
+0.2% +$439 ﹤0.01% 1588
2024
Q2 		$263K Sell
12,066
-15,512
-56% -$334K ﹤0.01% 1592
2024
Q1 		$589K Sell
27,578
-6,839
-20% -$144K 0.01% 1187
2023
Q4 		$717K Sell
34,417
-10,978
-24% -$221K 0.01% 1024
2023
Q3 		$894K Sell
45,395
-29,908
-40% -$597K 0.01% 866
2023
Q2 		$1.5M Sell
75,303
-2,980
-4% -$57.5K 0.02% 677
2023
Q1 		$1.49M Sell
78,283
-7,128
-8% -$134K 0.02% 647
2022
Q4 		$1.58M Buy
85,411
+3,075
+4% +$57K 0.03% 600
2022
Q3 		$1.49M Sell
82,336
-11,880
-13% -$223K 0.03% 586
2022
Q2 		$1.75M Sell
94,216
-6,817
-7% -$131K 0.03% 496
2022
Q1 		$2.03M Buy
+101,033
New +$2.01M 0.03% 478

Other funds holding BUFT

GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Atria Wealth Solutions's BUFT Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest Buffered Allocation Defensive ETF (BUFT) in Q1 2025, closing a stake of 11,690 shares — an estimated $262K sold.

Atria Wealth Solutions first reported a position in BUFT in Q1 2022 and held it in 12 quarters. The position peaked at $2.03M in Q1 2022. 61 funds tracked by Wall St. Rank hold BUFT as of Q1 2025.

  • Atria Wealth Solutions reported no remaining FT Vest Buffered Allocation Defensive ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,690 FT Vest Buffered Allocation Defensive ETF shares in Q1 2025, an estimated $262K.
  • Atria Wealth Solutions first reported a position in FT Vest Buffered Allocation Defensive ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's FT Vest Buffered Allocation Defensive ETF position peaked at $2.03M in Q1 2022.
  • 61 funds tracked by Wall St. Rank held FT Vest Buffered Allocation Defensive ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.