Atria Wealth Solutions, Inc. First Trust Dow Jones Select M Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Trust Dow Jones Select M stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,924 shares of FDM stock, worth $1.22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,924

Previous 16,783 0.84%

Holding current value

$1.22 Million

Previous $1.01 Million 7.86%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$58.44 - $67.29 $8,240 - $9,487	141 Added 0.84%	16,924 $1.08 Million
Q2 2024 Jul 22, 2024	BUY	$58.3 - $63.04 $21,687 - $23,450	372 Added 2.27%	16,783 $1.01 Million
Q1 2024 May 13, 2024	BUY	$57.51 - $62.77 $19,610 - $21,404	341 Added 2.12%	16,411 $1.03 Million
Q4 2023 Feb 02, 2024	BUY	$51.55 - $62.77 $68,097 - $82,919	1,321 Added 8.96%	16,070 $985,000
Q3 2023 Nov 08, 2023	BUY	$54.06 - $60.45 $43,896 - $49,085	812 Added 5.83%	14,749 $807,000
Q2 2023 Aug 03, 2023	BUY	$49.4 - $57.45 $64,615 - $75,144	1,308 Added 10.36%	13,937 $783,000
Q1 2023 Aug 22, 2023	SELL	$51.9 - $61.13 $48,474 - $57,095	-934 Reduced 6.7%	13,003 $697,000
Q1 2023 Jun 14, 2023	SELL	$51.9 - $61.13 $19,410 - $22,862	-374 Reduced 2.88%	12,629 $677,000
Q1 2023 May 10, 2023	BUY	$51.9 - $61.13 $19,410 - $22,862	374 Added 2.96%	13,003 $697,000
Q4 2022 Aug 30, 2023	SELL	$51.11 - $59.4 $66,851 - $77,695	-1,308 Reduced 9.39%	12,629 $700,000
Q4 2022 Feb 13, 2023	BUY	$51.11 - $59.4 $14,361 - $16,691	281 Added 2.28%	12,629 $700,000
Q3 2022 Nov 14, 2022	SELL	$50.0 - $60.71 $500 - $607	-10 Reduced 0.08%	12,348 $617,000
Q2 2022 Aug 15, 2022	BUY	$51.18 - $60.64 $207,023 - $245,288	4,045 Added 48.66%	12,358 $647,000
Q1 2022 May 16, 2022	BUY	$58.38 - $64.94 $485,312 - $539,846	8,313 New	8,313 $501,000

Others Institutions Holding FDM

# of Institutions

Shares Held

1.86M

Call Options Held

Put Options Held

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About FIRST TRUST DOW JONES SELECT M

Ticker FDM
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Atria Wealth Solutions, Inc. First Trust Dow Jones Select M Transaction History