Atria Wealth Solutions’s FT Vest International Equity Moderate Buffer ETF March YMAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,808	Closed	-$588K	–	2104
2024 Q4	$588K	Buy	25,808 +466	+2%	+$10.9K	0.01%	1186
2024 Q3	$615K	Buy	25,342 +657	+3%	+$15.5K	0.01%	1137
2024 Q2	$572K	Buy	24,685 +6,045	+32%	+$140K	0.01%	1171
2024 Q1	$432K	Buy	18,640 +855	+5%	+$19.1K	﹤0.01%	1337
2023 Q4	$393K	Buy	17,785 +576	+3%	+$11.9K	﹤0.01%	1332
2023 Q3	$350K	Buy	17,209 +2,247	+15%	+$47.2K	﹤0.01%	1315
2023 Q2	$317K	Buy	14,962 +1,505	+11%	+$31.6K	﹤0.01%	1399
2023 Q1	$278K	Buy	+13,457	New	+$266K	﹤0.01%	1462

Other funds holding YMAR

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Integrity Financial Cheyenne, Wyoming $209M AUM 21.37% 1-Year Est. Return

LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

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

Atria Wealth Solutions sold out of FT Vest International Equity Moderate Buffer ETF March (YMAR) in Q1 2025, closing a stake of 25,808 shares — an estimated $588K sold.

Atria Wealth Solutions first reported a position in YMAR in Q1 2023 and held it in 8 quarters. The position peaked at $615K in Q3 2024. 54 funds tracked by Wall St. Rank hold YMAR as of Q1 2025.

Atria Wealth Solutions reported no remaining FT Vest International Equity Moderate Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 25,808 FT Vest International Equity Moderate Buffer ETF March shares in Q1 2025, an estimated $588K.
Atria Wealth Solutions first reported a position in FT Vest International Equity Moderate Buffer ETF March in Q1 2023 and held it in 8 quarters.
Atria Wealth Solutions's FT Vest International Equity Moderate Buffer ETF March position peaked at $615K in Q3 2024.
54 funds tracked by Wall St. Rank held FT Vest International Equity Moderate Buffer ETF March as of Q1 2025.

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