Atria Wealth Solutions, Inc. First Tr Morningstar Dividend Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 160,497 shares of FDL stock, worth $6.97 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

160,497

Previous 196,145 18.17%

Holding current value

$6.97 Million

Previous $8.52 Million 21.13%

% of portfolio

0.16%

Previous 0.11%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$38.19 - $43.19 $1.36 Million - $1.54 Million	-35,648 Reduced 18.17%	160,497 $6.72 Million
Q1 2025 May 09, 2025	BUY	$39.69 - $43.83 $3.92 Million - $4.33 Million	98,712 Added 101.31%	196,145 $8.52 Million
Q4 2024 Jan 31, 2025	BUY	$39.59 - $43.95 $629,005 - $698,277	15,888 Added 19.48%	97,433 $3.92 Million
Q3 2024 Nov 08, 2024	SELL	$37.66 - $42.06 $274,918 - $307,038	-7,300 Reduced 8.22%	81,545 $3.42 Million
Q2 2024 Jul 22, 2024	SELL	$36.38 - $39.01 $646,618 - $693,363	-17,774 Reduced 16.67%	88,845 $3.37 Million
Q1 2024 May 13, 2024	SELL	$35.29 - $38.48 $840,819 - $916,824	-23,826 Reduced 18.27%	106,619 $4.1 Million
Q4 2023 Feb 02, 2024	SELL	$31.58 - $36.4 $2.01 Million - $2.31 Million	-63,505 Reduced 32.74%	130,445 $4.68 Million
Q3 2023 Nov 08, 2023	SELL	$33.36 - $35.96 $887,442 - $956,607	-26,602 Reduced 12.06%	193,950 $6.49 Million
Q2 2023 Aug 03, 2023	SELL	$33.19 - $36.38 $1.18 Million - $1.29 Million	-35,486 Reduced 13.86%	220,552 $7.5 Million
Q1 2023 Aug 22, 2023	BUY	$33.91 - $38.26 $2.17 Million - $2.45 Million	64,096 Added 29.06%	284,648 $10.1 Million
Q1 2023 Jun 14, 2023	SELL	$33.91 - $38.26 $970,165 - $1.09 Million	-28,610 Reduced 10.05%	256,038 $9.09 Million
Q1 2023 May 10, 2023	BUY	$33.91 - $38.26 $970,165 - $1.09 Million	28,610 Added 11.17%	284,648 $10.1 Million
Q4 2022 Aug 30, 2023	BUY	$33.07 - $38.07 $1.17 Million - $1.35 Million	35,486 Added 16.09%	256,038 $9.36 Million
Q4 2022 Feb 13, 2023	BUY	$33.07 - $38.07 $3.75 Million - $4.32 Million	113,483 Added 79.61%	256,038 $9.36 Million
Q3 2022 Feb 13, 2023	SELL	$32.13 - $37.78 $217,070 - $255,241	-6,756 Reduced 4.52%	142,555 $4.71 Million
Q3 2022 Nov 14, 2022	BUY	$32.13 - $37.78 $1.1 Million - $1.29 Million	34,104 Added 29.6%	149,311 $4.98 Million
Q2 2022 Aug 15, 2022	BUY	$34.6 - $39.18 $2.96 Million - $3.35 Million	85,532 Added 288.23%	115,207 $4.06 Million
Q1 2022 May 16, 2022	BUY	$35.1 - $37.75 $1.04 Million - $1.12 Million	29,675 New	29,675 $1.11 Million

Others Institutions Holding FDL

# of Institutions

479

Shares Held

78.5M

Call Options Held

Put Options Held

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About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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Atria Wealth Solutions, Inc. First Tr Morningstar Dividend Transaction History