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Atria Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF October GOCT Stock Holding History

Atria Wealth Solutions’s Portfolio GOCT Stock Details GOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$288K Sell
7,886
-6,945
-47% -$242K 0.01% 1173
2025
Q1 		$509K Buy
+14,831
New +$521K 0.01% 1192

Other funds holding GOCT

HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

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

Atria Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF October (GOCT) stake by 47% in Q2 2025, selling an estimated $242K and leaving 7,886 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1173.

Atria Wealth Solutions first reported a position in GOCT in Q1 2025 and has held it in 2 quarters since. The position peaked at $509K in Q1 2025. 84 funds tracked by Wall St. Rank hold GOCT as of Q2 2025.

  • Atria Wealth Solutions held 7,886 shares of FT Vest US Equity Moderate Buffer ETF October worth $288K as of Q2 2025.
  • Atria Wealth Solutions sold 6,945 FT Vest US Equity Moderate Buffer ETF October shares in Q2 2025, an estimated $242K.
  • FT Vest US Equity Moderate Buffer ETF October made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1173 holding.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF October in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's FT Vest US Equity Moderate Buffer ETF October position peaked at $509K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF October as of Q2 2025.

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