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

Atria Wealth Solutions’s Portfolio XNOV Stock Details XNOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,773
Closed -$290K – 2061
2024
Q2 		$290K Hold
8,773
– – ﹤0.01% 1529
2024
Q1 		$284K Hold
8,773
– – ﹤0.01% 1589
2023
Q4 		$276K Buy
+8,773
New +$273K ﹤0.01% 1556

Other funds holding XNOV

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Wealth Solutions's XNOV Position: Q3 2024 in Review

Atria Wealth Solutions sold out of FT Vest US Equity Enhance & Moderate Buffer ETF November (XNOV) in Q3 2024, closing a stake of 8,773 shares — an estimated $290K sold.

Atria Wealth Solutions first reported a position in XNOV in Q4 2023 and held it in 3 quarters. The position peaked at $290K in Q2 2024. 23 funds tracked by Wall St. Rank hold XNOV as of Q3 2024.

  • Atria Wealth Solutions reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF November position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,773 FT Vest US Equity Enhance & Moderate Buffer ETF November shares in Q3 2024, an estimated $290K.
  • Atria Wealth Solutions first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF November in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's FT Vest US Equity Enhance & Moderate Buffer ETF November position peaked at $290K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF November as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.