Atria Wealth Solutions, Inc. First Tr Exchange Traded Fd Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$23.05 - $27.24 $42,919 - $50,720	1,862 Added 9.4%	21,673 $514,000
Q2 2024 Jul 22, 2024	SELL	$25.79 - $28.34 $495,864 - $544,893	-19,227 Reduced 49.25%	19,811 $520,000
Q1 2024 May 13, 2024	BUY	$22.62 - $27.44 $176,797 - $214,471	7,816 Added 25.03%	39,038 $1.07 Million
Q4 2023 Feb 02, 2024	SELL	$23.03 - $27.3 $12,067 - $14,305	-524 Reduced 1.65%	31,222 $758,000
Q3 2023 Nov 08, 2023	BUY	$22.63 - $27.1 $200,162 - $239,699	8,845 Added 38.62%	31,746 $825,000
Q2 2023 Aug 03, 2023	SELL	$21.33 - $24.08 $1.54 Million - $1.74 Million	-72,412 Reduced 75.97%	22,901 $533,000
Q1 2023 Aug 22, 2023	SELL	$20.73 - $25.65 $20 - $25	-1 Reduced -0.0%	22,900 $515,000
Q1 2023 Jun 14, 2023	BUY	$20.73 - $25.65 $1.5 Million - $1.86 Million	72,413 Added 316.21%	95,313 $2.15 Million
Q1 2023 May 10, 2023	SELL	$20.73 - $25.65 $1.59 Million - $1.96 Million	-76,575 Reduced 76.98%	22,900 $515,000
Q4 2022 Aug 30, 2023	BUY	$23.83 - $28.41 $1.73 Million - $2.06 Million	72,412 Added 316.2%	95,313 $2.34 Million
Q4 2022 Feb 13, 2023	BUY	$23.83 - $28.41 $760,057 - $906,136	31,895 Added 47.2%	99,475 $2.44 Million
Q3 2022 Nov 14, 2022	BUY	$20.41 - $27.58 $616,504 - $833,081	30,206 Added 80.82%	67,580 $1.54 Million
Q2 2022 Aug 15, 2022	SELL	$21.75 - $30.82 $515,040 - $729,817	-23,680 Reduced 38.79%	37,374 $819,000
Q1 2022 May 16, 2022	BUY	$17.85 - $25.38 $1.09 Million - $1.55 Million	61,054 New	61,054 $1.49 Million

Others Institutions Holding FCG

# of Institutions

122

Shares Held

9.12M

Call Options Held

28.3K

Put Options Held

19.3K

Raymond James Financial Inc St. Petersburg, FL

1.23M
Shares

$25.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.04M
Shares

$21.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

917K
Shares

$19.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

681K
Shares

$14.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

532K
Shares

$11.1 Million
0.01% of portfolio

About FIRST TR EXCHANGE-TRADED FD

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