Atria Wealth Solutions’s FT Vest US Equity Buffer ETF January FJAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell	5,381 -27,529	-84%	-$1.24M	0.01%	1240
2025 Q1	$1.46M	Sell	32,910 -8,733	-21%	-$400K	0.02%	743
2024 Q4	$1.91M	Buy	41,643 +7,554	+22%	+$342K	0.02%	663
2024 Q3	$1.52M	Sell	34,089 -1,103	-3%	-$48.4K	0.02%	744
2024 Q2	$1.53M	Sell	35,192 -895	-2%	-$37.8K	0.02%	726
2024 Q1	$1.51M	Buy	36,087 +6,693	+23%	+$274K	0.02%	728
2023 Q4	$1.17M	Sell	29,394 -103	-0.3%	-$3.89K	0.01%	804
2023 Q3	$1.08M	Hold	29,497	–	–	0.02%	777
2023 Q2	$1.1M	Sell	29,497 -837	-3%	-$29.8K	0.02%	800
2023 Q1	$1.06M	Buy	+30,334	New	+$1.03M	0.02%	776

Other funds holding FJAN

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Wealth Solutions reduced its FT Vest US Equity Buffer ETF January (FJAN) stake by 84% in Q2 2025, selling an estimated $1.24M and leaving 5,381 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1240.

Atria Wealth Solutions first reported a position in FJAN in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2024. 144 funds tracked by Wall St. Rank hold FJAN as of Q2 2025.

Atria Wealth Solutions held 5,381 shares of FT Vest US Equity Buffer ETF January worth $256K as of Q2 2025.
Atria Wealth Solutions sold 27,529 FT Vest US Equity Buffer ETF January shares in Q2 2025, an estimated $1.24M.
FT Vest US Equity Buffer ETF January made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1240 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF January in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF January position peaked at $1.91M in Q4 2024.
144 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF January as of Q2 2025.

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