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Atria Wealth Solutions’s FT Vest US Equity Enhance & Moderate Buffer ETF August XAUG Stock Holding History

Atria Wealth Solutions’s Portfolio XAUG Stock Details XAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,816
Closed -$214K – 2071
2023
Q4 		$214K Buy
+6,816
New +$207K ﹤0.01% 1734

Other funds holding XAUG

DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's XAUG Position: Q1 2024 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Enhance & Moderate Buffer ETF August (XAUG) in Q1 2024, closing a stake of 6,816 shares — an estimated $214K sold.

Atria Wealth Solutions first reported a position in XAUG in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 21 funds tracked by Wall St. Rank hold XAUG as of Q1 2024.

  • Atria Wealth Solutions reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF August position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,816 FT Vest US Equity Enhance & Moderate Buffer ETF August shares in Q1 2024, an estimated $214K.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF August in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's FT Vest US Equity Enhance & Moderate Buffer ETF August position peaked at $214K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF August as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.