Atria Wealth Solutions’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $223K | Sell |
5,436
-1,287
| -19% | -$52.9K | 0.01% | 1320 |
|
2025
Q1 | $259K | Buy |
6,723
+1,087
| +19% | +$41.8K | ﹤0.01% | 1557 |
|
2024
Q4 | $218K | Sell |
5,636
-89
| -2% | -$3.44K | ﹤0.01% | 1746 |
|
2024
Q3 | $218K | Buy |
+5,725
| New | +$218K | ﹤0.01% | 1716 |
|
2024
Q2 | – | Sell |
-6,076
| Closed | -$220K | – | 2054 |
|
2024
Q1 | $220K | Sell |
6,076
-4,670
| -43% | -$169K | ﹤0.01% | 1752 |
|
2023
Q4 | $378K | Sell |
10,746
-7,635
| -42% | -$268K | ﹤0.01% | 1340 |
|
2023
Q3 | $609K | Buy |
18,381
+4,493
| +32% | +$149K | 0.01% | 1034 |
|
2023
Q2 | $465K | Buy |
+13,888
| New | +$465K | 0.01% | 1189 |
|