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

Atria Wealth Solutions’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
5,436
-1,287
-19% -$50.3K 0.01% 1321
2025
Q1 		$259K Buy
6,723
+1,087
+19% +$42.3K ﹤0.01% 1566
2024
Q4 		$218K Sell
5,636
-89
-2% -$3.42K ﹤0.01% 1775
2024
Q3 		$218K Buy
+5,725
New +$213K ﹤0.01% 1733
2024
Q2 		– Sell
-6,076
Closed -$220K – 2080
2024
Q1 		$220K Sell
6,076
-4,670
-43% -$167K ﹤0.01% 1765
2023
Q4 		$378K Sell
10,746
-7,635
-42% -$259K ﹤0.01% 1351
2023
Q3 		$609K Buy
18,381
+4,493
+32% +$151K 0.01% 1039
2023
Q2 		$465K Buy
+13,888
New +$455K 0.01% 1194

Other funds holding XJUN

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.66B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return