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

Atria Wealth Solutions’s Portfolio XMAR Stock Details XMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,943	Closed	-$324K	–	2103
2024 Q4	$324K	Buy	+8,943	New	+$321K	﹤0.01%	1503
2024 Q1	–	Sell	-7,277	Closed	-$239K	–	2073
2023 Q4	$239K	Sell	7,277 -3,407	-32%	-$110K	﹤0.01%	1662
2023 Q3	$338K	Sell	10,684 -29	-0.3%	-$918	﹤0.01%	1342
2023 Q2	$337K	Buy	10,713 +381	+4%	+$11.7K	﹤0.01%	1366
2023 Q1	$313K	Buy	+10,332	New	+$310K	﹤0.01%	1387

Other funds holding XMAR

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $249M AUM 17.15% 1-Year Est. Return

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return