Atria Wealth Solutions, Inc. First Tr Large Cap Value Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Large Cap Value stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 21,429 shares of FTA stock, worth $1.62 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,429

Previous 32,023 33.08%

Holding current value

$1.62 Million

Previous $2.45 Million 32.84%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$74.42 - $80.34 $788,405 - $851,121	-10,594 Reduced 33.08%	21,429 $1.64 Million
Q4 2024 Jan 31, 2025	SELL	$75.21 - $83.49 $1.55 Million - $1.72 Million	-20,595 Reduced 39.14%	32,023 $2.45 Million
Q3 2024 Nov 08, 2024	BUY	$72.76 - $79.13 $30,704 - $33,392	422 Added 0.81%	52,618 $4.16 Million
Q2 2024 Jul 22, 2024	BUY	$72.36 - $76.0 $209,120 - $219,640	2,890 Added 5.86%	52,196 $3.84 Million
Q1 2024 May 13, 2024	SELL	$69.01 - $76.38 $264,239 - $292,459	-3,829 Reduced 7.21%	49,306 $3.77 Million
Q4 2023 Feb 02, 2024	BUY	$61.6 - $71.44 $14,537 - $16,859	236 Added 0.45%	53,135 $3.76 Million
Q3 2023 Nov 08, 2023	SELL	$64.61 - $70.36 $579,164 - $630,707	-8,964 Reduced 14.49%	52,899 $3.43 Million
Q2 2023 Aug 03, 2023	BUY	$62.32 - $67.04 $60,450 - $65,028	970 Added 1.59%	61,863 $4.13 Million
Q1 2023 Aug 22, 2023	SELL	$63.26 - $73.3 $356,723 - $413,338	-5,639 Reduced 9.12%	56,224 $3.73 Million
Q1 2023 Jun 14, 2023	BUY	$63.26 - $73.3 $295,360 - $342,237	4,669 Added 8.3%	60,893 $4.04 Million
Q1 2023 May 10, 2023	SELL	$63.26 - $73.3 $332,557 - $385,338	-5,257 Reduced 8.55%	56,224 $3.73 Million
Q4 2022 Aug 30, 2023	SELL	$58.47 - $69.36 $56,715 - $67,279	-970 Reduced 1.57%	60,893 $4.01 Million
Q4 2022 Feb 13, 2023	SELL	$58.47 - $69.36 $451,563 - $535,667	-7,723 Reduced 11.16%	61,481 $4.05 Million
Q3 2022 Feb 13, 2023	SELL	$57.68 - $69.23 $134,798 - $161,790	-2,337 Reduced 3.27%	69,204 $4.1 Million
Q3 2022 Nov 14, 2022	BUY	$57.68 - $69.23 $739,515 - $887,597	12,821 Added 21.83%	71,541 $4.26 Million
Q2 2022 Aug 15, 2022	SELL	$61.01 - $72.65 $413,586 - $492,494	-6,779 Reduced 10.35%	58,720 $3.65 Million
Q1 2022 May 16, 2022	BUY	$67.33 - $72.28 $4.41 Million - $4.73 Million	65,499 New	65,499 $4.62 Million

Others Institutions Holding FTA

# of Institutions

218

Shares Held

11.1M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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Atria Wealth Solutions, Inc. First Tr Large Cap Value Transaction History