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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-8,943
Closed -$324K 2073
2024
Q4
$324K Buy
+8,943
New +$324K ﹤0.01% 1481
2024
Q1
Sell
-7,277
Closed -$239K 2054
2023
Q4
$239K Sell
7,277
-3,407
-32% -$112K ﹤0.01% 1650
2023
Q3
$338K Sell
10,684
-29
-0.3% -$918 ﹤0.01% 1335
2023
Q2
$337K Buy
10,713
+381
+4% +$12K ﹤0.01% 1361
2023
Q1
$313K Buy
+10,332
New +$313K ﹤0.01% 1381