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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,440	Closed	-$264K	–	2012
2024 Q3	$264K	Sell	5,440 -5,468	-50%	-$259K	﹤0.01%	1594
2024 Q2	$510K	Buy	10,908 +622	+6%	+$28.3K	0.01%	1226
2024 Q1	$466K	Buy	10,286 +2,241	+28%	+$98.3K	0.01%	1303
2023 Q4	$343K	Hold	8,045	–	–	﹤0.01%	1410
2023 Q3	$314K	Hold	8,045	–	–	﹤0.01%	1393
2023 Q2	$320K	Hold	8,045	–	–	﹤0.01%	1395
2023 Q1	$301K	Buy	8,045 +145	+2%	+$5.29K	﹤0.01%	1412
2022 Q4	$281K	Hold	7,900	–	–	﹤0.01%	1405
2022 Q3	$264K	Buy	+7,900	New	+$280K	﹤0.01%	1378

Other funds holding FFEB

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

KAS

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

Atria Wealth Solutions's FFEB Position: Q4 2024 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Buffer ETF February (FFEB) in Q4 2024, closing a stake of 5,440 shares — an estimated $264K sold.

Atria Wealth Solutions first reported a position in FFEB in Q3 2022 and held it in 9 quarters. The position peaked at $510K in Q2 2024. 141 funds tracked by Wall St. Rank hold FFEB as of Q4 2024.

Atria Wealth Solutions reported no remaining FT Vest US Equity Buffer ETF February position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 5,440 FT Vest US Equity Buffer ETF February shares in Q4 2024, an estimated $264K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF February in Q3 2022 and held it in 9 quarters.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF February position peaked at $510K in Q2 2024.
141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF February as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.