Atria Wealth Solutions, Inc. First Tr Exchange Traded Fd Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$43.78 - $55.49 $559,114 - $708,662	-12,771 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$51.73 - $62.62 $660,643 - $799,720	12,771 New	12,771 $695,000

Others Institutions Holding FXD

# of Institutions

136

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12.2M
Shares

$765 Million
0.77% of portfolio
Wells Fargo & Company San Francisco, CA

1.78M
Shares

$112 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.66M
Shares

$104 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

394K
Shares

$24.8 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

355K
Shares

$22.4 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
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