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Ft Vest U.s. Small Cap Moderate Buffer Etf - February shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ft Vest U.s. Small Cap Moderate Buffer Etf - February (SFEB) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ft Vest U.s. Small Cap Moderate Buffer Etf - February

Tip: Access up to 7 years of quarterly data

All positions including Ft Vest U.s. Small Cap Moderate Buffer Etf - February held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ft Vest U.s. Small Cap Moderate Buffer Etf - February by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $329k 16k 21.29
2024-06-30 $224k 11k 20.11

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Ft Vest U.s. Small Cap Moderate Buffer Etf - February

Raymond James Financial Services Advisors
Raymond James & Associates
Stephens
IFP Advisors
Harbour Investments
Cetera Investment Advisers
Envestnet Asset Management
Branch Banking & Trust Company
Diligent Investors
Commonwealth Equity Services
World Equity Group
Advisor Group Holdings
Advisory Services Network
Kestra Advisory Services
Signal Advisors Wealth

View all funds holding Ft Vest U.s. Small Cap Moderate Buffer Etf - February