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 $31B AUM 28.39% 1-Year Est. Return

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

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

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

LEA

Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

Atria Wealth Solutions reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 19% in Q2 2025, selling an estimated $50.3K and leaving 5,436 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #1321.

Atria Wealth Solutions first reported a position in XJUN in Q2 2023 and has held it in 8 quarters since. The position peaked at $609K in Q3 2023. 75 funds tracked by Wall St. Rank hold XJUN as of Q2 2025.

Atria Wealth Solutions held 5,436 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $223K as of Q2 2025.
Atria Wealth Solutions sold 1,287 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2025, an estimated $50.3K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1321 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $609K in Q3 2023.
75 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2025.

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