Atria Wealth Solutions’s FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May XMAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,172	Closed	-$226K	–	2111
2024 Q4	$226K	Buy	+7,172	New	+$225K	﹤0.01%	1741

Other funds holding XMAY

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFA

Millington Financial Advisors Naperville, Illinois $254M AUM 29.05% 1-Year Est. Return

Atria Wealth Solutions's XMAY Position: Q1 2025 in Review

Atria Wealth Solutions sold out of FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May (XMAY) in Q1 2025, closing a stake of 7,172 shares — an estimated $226K sold.

Atria Wealth Solutions first reported a position in XMAY in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 24 funds tracked by Wall St. Rank hold XMAY as of Q1 2025.

Atria Wealth Solutions reported no remaining FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 7,172 FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May shares in Q1 2025, an estimated $226K.
Atria Wealth Solutions first reported a position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May in Q4 2024 and held it in 1 quarter.
Atria Wealth Solutions's FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May position peaked at $226K in Q4 2024.
24 funds tracked by Wall St. Rank held FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.