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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$561K	Sell	14,398 -32,382	-69%	-$1.21M	0.01%	863
2025 Q1	$1.72M	Buy	46,780 +19,555	+72%	+$733K	0.02%	686
2024 Q4	$1.02M	Sell	27,225 -6,235	-19%	-$231K	0.01%	916
2024 Q3	$1.22M	Sell	33,460 -11,602	-26%	-$415K	0.01%	839
2024 Q2	$1.6M	Buy	45,062 +4,304	+11%	+$149K	0.02%	710
2024 Q1	$1.4M	Buy	+40,758	New	+$1.37M	0.02%	763

Other funds holding GFEB

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

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

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

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

KAS

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

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

Atria Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF February (GFEB) stake by 69% in Q2 2025, selling an estimated $1.21M and leaving 14,398 shares worth $561K. The position accounts for 0.01% of the portfolio, ranked #863.

Atria Wealth Solutions first reported a position in GFEB in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q1 2025. 118 funds tracked by Wall St. Rank hold GFEB as of Q2 2025.

Atria Wealth Solutions held 14,398 shares of FT Vest US Equity Moderate Buffer ETF February worth $561K as of Q2 2025.
Atria Wealth Solutions sold 32,382 FT Vest US Equity Moderate Buffer ETF February shares in Q2 2025, an estimated $1.21M.
FT Vest US Equity Moderate Buffer ETF February made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #863 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF February in Q1 2024 and has held it in 6 quarters since.
Atria Wealth Solutions's FT Vest US Equity Moderate Buffer ETF February position peaked at $1.72M in Q1 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF February as of Q2 2025.

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