Atria Wealth Solutions’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,747	Closed	-$449K	–	1933
2024 Q4	$449K	Buy	8,747 +3,896	+80%	+$200K	﹤0.01%	1332
2024 Q3	$245K	Sell	4,851 -1,516	-24%	-$74.3K	﹤0.01%	1642
2024 Q2	$308K	Buy	6,367 +784	+14%	+$37.1K	﹤0.01%	1489
2024 Q1	$263K	Hold	5,583	–	–	﹤0.01%	1646
2023 Q4	$246K	Hold	5,583	–	–	﹤0.01%	1636
2023 Q3	$226K	Buy	5,583 +600	+12%	+$25K	﹤0.01%	1614
2023 Q2	$206K	Buy	+4,983	New	+$195K	﹤0.01%	1676

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Atria Wealth Solutions sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2025, closing a stake of 8,747 shares — an estimated $449K sold.

Atria Wealth Solutions first reported a position in FJUN in Q2 2023 and held it in 7 quarters. The position peaked at $449K in Q4 2024. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

Atria Wealth Solutions reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,747 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $449K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Buffer ETF June in Q2 2023 and held it in 7 quarters.
Atria Wealth Solutions's FT Vest US Equity Buffer ETF June position peaked at $449K in Q4 2024.
141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

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