Atria Wealth Solutions, Inc. First Trust Industrials/Produc Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$62.64 - $72.96 $69,843 - $81,350	-1,115 Reduced 15.0%	6,318 $460,000
Q4 2023 Feb 02, 2024	SELL	$53.31 - $65.16 $66,957 - $81,840	-1,256 Reduced 14.46%	7,433 $482,000
Q3 2023 Nov 08, 2023	SELL	$56.71 - $62.05 $400,542 - $438,259	-7,063 Reduced 44.84%	8,689 $499,000
Q2 2023 Aug 03, 2023	BUY	$52.94 - $60.09 $117,050 - $132,858	2,211 Added 16.33%	15,752 $946,000
Q1 2023 Aug 22, 2023	BUY	$51.66 - $58.57 $180,293 - $204,409	3,490 Added 22.16%	19,242 $1.07 Million
Q1 2023 Jun 14, 2023	SELL	$51.66 - $58.57 $294,513 - $333,907	-5,701 Reduced 29.63%	13,541 $752,000
Q1 2023 May 10, 2023	BUY	$51.66 - $58.57 $294,513 - $333,907	5,701 Added 42.1%	19,242 $1.07 Million
Q4 2022 Aug 30, 2023	SELL	$46.71 - $54.22 $103,275 - $119,880	-2,211 Reduced 14.04%	13,541 $697,000
Q4 2022 Feb 13, 2023	SELL	$46.71 - $54.22 $446,127 - $517,855	-9,551 Reduced 41.36%	13,541 $697,000
Q3 2022 Feb 13, 2023	SELL	$45.72 - $55.81 $33,329 - $40,685	-729 Reduced 3.06%	23,092 $1.07 Million
Q3 2022 Nov 14, 2022	BUY	$45.72 - $55.81 $65,836 - $80,366	1,440 Added 6.43%	23,821 $1.11 Million
Q2 2022 Aug 15, 2022	SELL	$47.3 - $56.32 $573,559 - $682,936	-12,126 Reduced 35.14%	22,381 $1.08 Million
Q1 2022 May 16, 2022	BUY	$53.82 - $62.92 $1.86 Million - $2.17 Million	34,507 New	34,507 $1.95 Million

Others Institutions Holding FXR

# of Institutions

188

Shares Held

22.3M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

10.3M
Shares

$805 Million
0.64% of portfolio
Wells Fargo & Company San Francisco, CA

1.86M
Shares

$146 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.5M
Shares

$117 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.02M
Shares

$79.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

675K
Shares

$52.9 Million
0.02% of portfolio

About FIRST TRUST INDUSTRIALS/PRODUC

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