Atria Wealth Solutions, Inc. First Trust Dorsey Wright Focu Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 28,588 shares of FV stock, worth $1.7 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,588

Previous 27,689 3.25%

Holding current value

$1.7 Million

Previous $1.64 Million 4.1%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$53.91 - $63.03 $48,465 - $56,663	899 Added 3.25%	28,588 $1.57 Million
Q4 2024 Jan 31, 2025	SELL	$57.47 - $62.82 $136,663 - $149,385	-2,378 Reduced 7.91%	27,689 $1.64 Million
Q3 2024 Nov 08, 2024	SELL	$51.35 - $59.82 $8,729 - $10,169	-170 Reduced 0.56%	30,067 $1.75 Million
Q2 2024 Jul 22, 2024	SELL	$52.41 - $57.79 $1.55 Million - $1.71 Million	-29,650 Reduced 49.51%	30,237 $1.73 Million
Q1 2024 May 13, 2024	BUY	$49.64 - $57.23 $200,198 - $230,808	4,033 Added 7.22%	59,887 $3.43 Million
Q4 2023 Feb 02, 2024	BUY	$41.2 - $52.34 $286,752 - $364,286	6,960 Added 14.23%	55,854 $2.88 Million
Q3 2023 Nov 08, 2023	SELL	$43.3 - $48.81 $48,019 - $54,130	-1,109 Reduced 2.22%	48,894 $2.17 Million
Q2 2023 Aug 03, 2023	BUY	$43.02 - $46.91 $1.56 Million - $1.7 Million	36,321 Added 265.47%	50,003 $2.35 Million
Q1 2023 Aug 22, 2023	SELL	$42.68 - $48.77 $84,890 - $97,003	-1,989 Reduced 3.98%	48,014 $2.16 Million
Q1 2023 Jun 14, 2023	SELL	$42.68 - $48.77 $1.47 Million - $1.67 Million	-34,332 Reduced 71.5%	13,682 $616,000
Q1 2023 May 10, 2023	BUY	$42.68 - $48.77 $1.47 Million - $1.67 Million	34,332 Added 250.93%	48,014 $2.16 Million
Q4 2022 Aug 30, 2023	SELL	$42.79 - $49.32 $1.55 Million - $1.79 Million	-36,321 Reduced 72.64%	13,682 $636,000
Q4 2022 Feb 13, 2023	BUY	$42.79 - $49.32 $257,296 - $296,561	6,013 Added 78.41%	13,682 $636,000
Q3 2022 Nov 14, 2022	SELL	$39.93 - $48.37 $218,976 - $265,261	-5,484 Reduced 41.69%	7,669 $315,000
Q2 2022 Aug 15, 2022	BUY	$40.98 - $50.4 $220,226 - $270,849	5,374 Added 69.08%	13,153 $545,000
Q1 2022 May 16, 2022	BUY	$45.04 - $50.31 $350,366 - $391,361	7,779 New	7,779 $371,000

Others Institutions Holding FV

# of Institutions

344

Shares Held

44.8M

Call Options Held

Put Options Held

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About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
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Atria Wealth Solutions, Inc. First Trust Dorsey Wright Focu Transaction History