Atria Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF January GJAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,065
| Closed | -$379K | – | 1636 |
|
|
2025
Q1 | $379K | Buy |
10,065
+1,249
| +14% | +$47.1K | ﹤0.01% | 1336 |
|
|
2024
Q4 | $341K | Hold |
8,816
| – | – | ﹤0.01% | 1445 |
|
|
2024
Q3 | $334K | Sell |
8,816
-300
| -3% | -$11.4K | ﹤0.01% | 1434 |
|
|
2024
Q2 | $336K | Sell |
9,116
-888
| -9% | -$32.8K | ﹤0.01% | 1432 |
|
|
2024
Q1 | $359K | Buy |
10,004
+75
| +0.8% | +$2.69K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $342K | Sell |
9,929
-2,125
| -18% | -$73.3K | ﹤0.01% | 1401 |
|
|
2023
Q3 | $389K | Hold |
12,054
| – | – | 0.01% | 1254 |
|
|
2023
Q2 | $392K | Buy |
12,054
+3,479
| +41% | +$113K | 0.01% | 1279 |
|
|
2023
Q1 | $266K | Buy |
+8,575
| New | +$266K | ﹤0.01% | 1487 |
|