Atria Wealth Solutions, Inc. First Tr ETF Vi Nasdaq Bk ETF Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$20.36 - $23.79 $10,200 - $11,918	501 Added 5.11%	10,299 $212,000
Q2 2023 Aug 03, 2023	SELL	$19.09 - $22.23 $120,610 - $140,449	-6,318 Reduced 39.2%	9,798 $207,000
Q1 2023 Jun 14, 2023	BUY	$20.22 - $29.5 $325,865 - $475,422	16,116 New	16,116 $342,000
Q4 2022 Aug 30, 2023	BUY	$25.59 - $29.26 $161,677 - $184,864	6,318 Added 64.48%	16,116 $422,000
Q4 2022 Feb 13, 2023	BUY	$25.59 - $29.26 $172,297 - $197,007	6,733 Added 71.76%	16,116 $422,000

Q3 2022 Nov 14, 2022	BUY	$25.42 - $30.45 $23,360 - $27,983	919 Added 10.86%	9,383 $243,000
Q2 2022 Aug 15, 2022	SELL	$25.81 - $31.41 $196,285 - $238,873	-7,605 Reduced 47.33%	8,464 $220,000
Q1 2022 May 16, 2022	BUY	$30.92 - $37.0 $496,853 - $594,553	16,069 New	16,069 $511,000

Others Institutions Holding FTXO

# of Institutions

64

Shares Held

2.15M

Call Options Held

0

Put Options Held

0

Secure Asset Management, LLC

406K
Shares

$10.7 Million
2.69% of portfolio
Lpl Financial LLC Fort Mill, SC

275K
Shares

$7.24 Million
0.0% of portfolio
Morgan Stanley New York, NY

255K
Shares

$6.73 Million
0.0% of portfolio
Wagner Wealth Management, LLC Greenville, SC

208K
Shares

$5.49 Million
2.23% of portfolio
Wells Fargo & Company San Francisco, CA

117K
Shares

$3.07 Million
0.0% of portfolio

About FIRST TR ETF VI NASDAQ BK ETF

Ticker FTXO
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