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Atria Wealth Solutions’s FT Vest International Equity Buffer ETF September YSEP Stock Holding History

Atria Wealth Solutions’s Portfolio YSEP Stock Details YSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,908
Closed -$237K – 2105
2024
Q4 		$237K Buy
10,908
+524
+5% +$11.6K ﹤0.01% 1708
2024
Q3 		$237K Hold
10,384
– – ﹤0.01% 1669
2024
Q2 		$224K Buy
10,384
+138
+1% +$2.98K ﹤0.01% 1689
2024
Q1 		$221K Buy
10,246
+33
+0.3% +$690 ﹤0.01% 1761
2023
Q4 		$212K Buy
+10,213
New +$200K ﹤0.01% 1738

Other funds holding YSEP

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Atria Wealth Solutions sold out of FT Vest International Equity Buffer ETF September (YSEP) in Q1 2025, closing a stake of 10,908 shares — an estimated $237K sold.

Atria Wealth Solutions first reported a position in YSEP in Q4 2023 and held it in 5 quarters. The position peaked at $237K in Q3 2024. 50 funds tracked by Wall St. Rank hold YSEP as of Q1 2025.

  • Atria Wealth Solutions reported no remaining FT Vest International Equity Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,908 FT Vest International Equity Buffer ETF September shares in Q1 2025, an estimated $237K.
  • Atria Wealth Solutions first reported a position in FT Vest International Equity Buffer ETF September in Q4 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's FT Vest International Equity Buffer ETF September position peaked at $237K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF September as of Q1 2025.

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