Atria Wealth Solutions, Inc. First Trust Japan Alphadex Fun Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$49.98 - $57.59 $34,736 - $40,025	-695 Reduced 6.93%	9,341 $512,000
Q4 2024 Jan 31, 2025	SELL	$50.22 - $54.42 $24,808 - $26,883	-494 Reduced 4.69%	10,036 $518,000
Q3 2024 Nov 08, 2024	SELL	$46.62 - $54.91 $10,675 - $12,574	-229 Reduced 2.13%	10,530 $571,000
Q2 2024 Jul 22, 2024	BUY	$50.91 - $55.08 $19,549 - $21,150	384 Added 3.7%	10,759 $554,000
Q1 2024 May 13, 2024	BUY	$50.06 - $55.3 $66,179 - $73,106	1,322 Added 14.6%	10,375 $571,000
Q4 2023 Feb 02, 2024	BUY	$46.81 - $51.15 $17,460 - $19,078	373 Added 4.3%	9,053 $456,000
Q3 2023 Nov 08, 2023	BUY	$47.49 - $52.89 $12,062 - $13,434	254 Added 3.01%	8,680 $431,000
Q2 2023 Aug 03, 2023	BUY	$44.7 - $49.2 $376,642 - $414,559	8,426 New	8,426 $404,000

Others Institutions Holding FJP

# of Institutions

83

Shares Held

2.67M

Call Options Held

0

Put Options Held

0

Congress Wealth Management LLC Boston, MA

723K
Shares

$47.1 Million
0.44% of portfolio
Morgan Stanley New York, NY

321K
Shares

$20.9 Million
0.0% of portfolio
Envestnet Asset Management Inc

209K
Shares

$13.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

175K
Shares

$11.4 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

89.7K
Shares

$5.84 Million
0.01% of portfolio

About FIRST TRUST JAPAN ALPHADEX FUN

Ticker FJP
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