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 81,545 shares of FDL stock, worth $3.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
81,545
Previous 88,845 8.22%
Holding current value
$3.28 Million
Previous $3.37 Million 1.51%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR MORNINGSTAR DIVIDEND


  • Ticker FDL
  • Sector ETFs
  • Industry ETFs
More about FDL
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.