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 $1.17 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,924

Previous 16,783 0.84%

Holding current value

$1.17 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

View Full List

About FIRST TRUST DOW JONES SELECT M

Ticker FDM
Sector ETFs
Industry ETFs

More about FDM

Track This Portfolio

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.

Account

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