Atria Wealth Solutions, Inc. First Tr Fd Dow Jones Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,529 shares of FDN stock, worth $2.42 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,529

Previous 10,133 15.83%

Holding current value

$2.42 Million

Previous $2.25 Million 2.04%

% of portfolio

0.06%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$200.29 - $269.33 $321,265 - $432,005	-1,604 Reduced 15.83%	8,529 $2.3 Million
Q1 2025 May 09, 2025	SELL	$221.38 - $266.86 $382,323 - $460,867	-1,727 Reduced 14.56%	10,133 $2.25 Million
Q4 2024 Jan 31, 2025	SELL	$210.5 - $257.24 $1.18 Million - $1.45 Million	-5,618 Reduced 32.14%	11,860 $2.88 Million
Q3 2024 Nov 08, 2024	SELL	$183.68 - $212.48 $126,922 - $146,823	-691 Reduced 3.8%	17,478 $3.7 Million
Q2 2024 Jul 22, 2024	SELL	$192.91 - $207.84 $903,590 - $973,522	-4,684 Reduced 20.5%	18,169 $3.72 Million
Q1 2024 May 13, 2024	SELL	$179.04 - $206.29 $170,625 - $196,594	-953 Reduced 4.0%	22,853 $4.69 Million
Q4 2023 Feb 02, 2024	SELL	$147.79 - $188.39 $386,914 - $493,205	-2,618 Reduced 9.91%	23,806 $4.44 Million
Q3 2023 Nov 08, 2023	BUY	$156.69 - $174.63 $298,494 - $332,670	1,905 Added 7.77%	26,424 $4.22 Million
Q2 2023 Aug 03, 2023	SELL	$137.79 - $164.55 $1.31 Million - $1.57 Million	-9,516 Reduced 27.96%	24,519 $4 Million
Q1 2023 Aug 22, 2023	BUY	$121.41 - $153.27 $1.2 Million - $1.52 Million	9,908 Added 40.41%	34,427 $5.09 Million
Q1 2023 Jun 14, 2023	SELL	$121.41 - $153.27 $47,592 - $60,081	-392 Reduced 1.14%	34,035 $5.03 Million
Q1 2023 May 10, 2023	BUY	$121.41 - $153.27 $47,592 - $60,081	392 Added 1.15%	34,427 $5.09 Million
Q4 2022 Aug 30, 2023	BUY	$116.11 - $135.9 $1.1 Million - $1.29 Million	9,516 Added 38.81%	34,035 $4.19 Million
Q4 2022 Feb 13, 2023	SELL	$116.11 - $135.9 $911,115 - $1.07 Million	-7,847 Reduced 18.74%	34,035 $4.19 Million
Q3 2022 Feb 13, 2023	SELL	$125.09 - $155.93 $326,860 - $407,445	-2,613 Reduced 5.87%	41,882 $5.29 Million
Q3 2022 Nov 14, 2022	BUY	$125.09 - $155.93 $58,417 - $72,819	467 Added 1.06%	44,495 $5.64 Million
Q2 2022 Aug 15, 2022	SELL	$122.23 - $195.51 $702,089 - $1.12 Million	-5,744 Reduced 11.54%	44,028 $5.59 Million
Q1 2022 May 16, 2022	BUY	$162.73 - $226.47 $8.1 Million - $11.3 Million	49,772 New	49,772 $9.35 Million

Others Institutions Holding FDN

# of Institutions

654

Shares Held

16.4M

Call Options Held

50.3K

Put Options Held

47.1K

View Full List

About FIRST TR FD DOW JONES

Ticker FDN
Sector ETFs
Industry ETFs

More about FDN

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 Tr Fd Dow Jones Transaction History