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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

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 30,067 shares of FV stock, worth $1.77 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,067

Previous 30,237 0.56%

Holding current value

$1.77 Million

Previous $1.73 Million 1.21%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

324

Shares Held

42.5M

Call Options Held

4.6K

Put Options Held

View Full List

About FIRST TRUST DORSEY WRIGHT FOCU

Ticker FV
Sector ETFs
Industry ETFs

More about FV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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