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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,065	Closed	-$379K	–	1639
2025 Q1	$379K	Buy	10,065 +1,249	+14%	+$48.2K	﹤0.01%	1344
2024 Q4	$341K	Hold	8,816	–	–	﹤0.01%	1466
2024 Q3	$334K	Sell	8,816 -300	-3%	-$11.2K	﹤0.01%	1445
2024 Q2	$336K	Sell	9,116 -888	-9%	-$32.1K	﹤0.01%	1446
2024 Q1	$359K	Buy	10,004 +75	+0.8%	+$2.63K	﹤0.01%	1435
2023 Q4	$342K	Sell	9,929 -2,125	-18%	-$70.5K	﹤0.01%	1412
2023 Q3	$389K	Hold	12,054	–	–	0.01%	1261
2023 Q2	$392K	Buy	12,054 +3,479	+41%	+$109K	0.01%	1284
2023 Q1	$266K	Buy	+8,575	New	+$261K	﹤0.01%	1494

Other funds holding GJAN

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

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

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

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

SAW

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

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

Atria Wealth Solutions sold out of FT Vest US Equity Moderate Buffer ETF January (GJAN) in Q2 2025, closing a stake of 10,065 shares — an estimated $379K sold.

Atria Wealth Solutions first reported a position in GJAN in Q1 2023 and held it in 9 quarters. The position peaked at $392K in Q2 2023. 106 funds tracked by Wall St. Rank hold GJAN as of Q2 2025.

Atria Wealth Solutions reported no remaining FT Vest US Equity Moderate Buffer ETF January position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,065 FT Vest US Equity Moderate Buffer ETF January shares in Q2 2025, an estimated $379K.
Atria Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF January in Q1 2023 and held it in 9 quarters.
Atria Wealth Solutions's FT Vest US Equity Moderate Buffer ETF January position peaked at $392K in Q2 2023.
106 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF January as of Q2 2025.

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