Atria Wealth Solutions, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,405 shares of FPEI stock, worth $395,448. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,405

Previous 19,082 6.93%

Holding current value

$395,448

Previous $356,000 8.71%

% of portfolio

0.01%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$17.99 - $18.99 $23,800 - $25,123	1,323 Added 6.93%	20,405 $387,000
Q1 2025 May 09, 2025	SELL	$18.54 - $18.88 $84,542 - $86,092	-4,560 Reduced 19.29%	19,082 $356,000
Q4 2024 Jan 31, 2025	SELL	$18.62 - $19.05 $78,781 - $80,600	-4,231 Reduced 15.18%	23,642 $442,000
Q3 2024 Nov 08, 2024	BUY	$18.36 - $19.08 $306,410 - $318,426	16,689 Added 149.22%	27,873 $531,000
Q2 2024 Jul 22, 2024	SELL	$17.91 - $18.43 $794,684 - $817,757	-44,371 Reduced 79.87%	11,184 $205,000
Q1 2024 May 13, 2024	SELL	$17.7 - $18.26 $140,679 - $145,130	-7,948 Reduced 12.52%	55,555 $1.01 Million
Q4 2023 Feb 02, 2024	SELL	$16.46 - $17.9 $258,701 - $281,334	-15,717 Reduced 19.84%	63,503 $1.13 Million
Q3 2023 Nov 08, 2023	SELL	$16.82 - $17.25 $188,905 - $193,734	-11,231 Reduced 12.42%	79,220 $1.34 Million
Q2 2023 Aug 03, 2023	BUY	$16.43 - $16.99 $1.07 Million - $1.11 Million	65,266 Added 259.15%	90,451 $1.52 Million
Q1 2023 Aug 22, 2023	BUY	$16.1 - $18.84 $94,619 - $110,722	5,877 Added 6.5%	96,328 $1.61 Million
Q1 2023 Jun 14, 2023	SELL	$16.1 - $18.84 $1.15 Million - $1.34 Million	-71,143 Reduced 73.85%	25,185 $421,000
Q1 2023 May 10, 2023	BUY	$16.1 - $18.84 $1.15 Million - $1.34 Million	71,143 Added 282.48%	96,328 $1.61 Million
Q4 2022 Aug 30, 2023	SELL	$17.15 - $18.04 $1.12 Million - $1.18 Million	-65,266 Reduced 72.16%	25,185 $448,000
Q4 2022 Feb 13, 2023	BUY	$17.15 - $18.04 $431,922 - $454,337	25,185 New	25,185 $448,000

Others Institutions Holding FPEI

# of Institutions

192

Shares Held

68.8M

Call Options Held

Put Options Held

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About FIRST TR ETF III INSTL PFD SEC

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Atria Wealth Solutions, Inc. First Tr ETF Iii Instl Pfd Sec Transaction History