Atria Wealth Solutions’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Atria Wealth Solutions’s Portfolio DFEB Stock Details DFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Sell	4,685 -11,667	-71%	-$498K	﹤0.01%	1369
2025 Q1	$689K	Buy	+16,352	New	+$702K	0.01%	1039
2023 Q4	–	Sell	-9,424	Closed	-$328K	–	1953
2023 Q3	$328K	Sell	9,424 -1,800	-16%	-$63.9K	﹤0.01%	1354
2023 Q2	$397K	Hold	11,224	–	–	0.01%	1275
2023 Q1	$377K	Hold	11,224	–	–	0.01%	1297
2022 Q4	$374K	Hold	11,224	–	–	0.01%	1236
2022 Q3	$367K	Sell	11,224 -3,340	-23%	-$114K	0.01%	1185
2022 Q2	$483K	Sell	14,564 -1,175	-7%	-$40.4K	0.01%	990
2022 Q1	$564K	Buy	+15,739	New	+$555K	0.01%	999

Other funds holding DFEB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $643M AUM 18.84% 1-Year Est. Return

Atria Wealth Solutions's DFEB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest US Equity Deep Buffer ETF February (DFEB) stake by 71% in Q2 2025, selling an estimated $498K and leaving 4,685 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Atria Wealth Solutions first reported a position in DFEB in Q1 2022 and has held it in 9 quarters since. The position peaked at $689K in Q1 2025. 145 funds tracked by Wall St. Rank hold DFEB as of Q2 2025.

Atria Wealth Solutions held 4,685 shares of FT Vest US Equity Deep Buffer ETF February worth $210K as of Q2 2025.
Atria Wealth Solutions sold 11,667 FT Vest US Equity Deep Buffer ETF February shares in Q2 2025, an estimated $498K.
FT Vest US Equity Deep Buffer ETF February made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1369 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Deep Buffer ETF February in Q1 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's FT Vest US Equity Deep Buffer ETF February position peaked at $689K in Q1 2025.
145 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF February as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.