Atria Wealth Solutions, Inc. First Trust Small Cap Growth A Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 3,099 shares of FYC stock, worth $228,613. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,099
Holding current value
$228,613
% of portfolio
0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$72.19 - $84.64 $223,716 - $262,299
3,099 New
3,099 $239,000
Q3 2023

Nov 08, 2023
SELL
$55.37 - $63.88 $816,596 - $942,102
-14,748 Reduced 76.1%
4,632 $261,000
Q2 2023

Aug 03, 2023
BUY
$54.95 - $60.56 $783,532 - $863,525
14,259 Added 278.44%
19,380 $1.17 Million
Q1 2023

Aug 22, 2023
SELL
$54.6 - $62.07 $778,486 - $884,994
-14,258 Reduced 73.57%
5,122 $296,000
Q1 2023

Jun 14, 2023
SELL
$54.6 - $62.07 $54 - $62
-1 Reduced 0.02%
5,121 $296,000
Q1 2023

May 10, 2023
BUY
$54.6 - $62.07 $54 - $62
1 Added 0.02%
5,122 $296,000
Q4 2022

Aug 30, 2023
SELL
$54.07 - $59.89 $770,984 - $853,971
-14,259 Reduced 73.58%
5,121 $283,000
Q4 2022

Feb 13, 2023
SELL
$54.07 - $59.89 $585,469 - $648,488
-10,828 Reduced 67.89%
5,121 $283,000
Q3 2022

Nov 14, 2022
BUY
$53.15 - $64.8 $30,933 - $37,713
582 Added 3.79%
15,949 $860,000
Q2 2022

Aug 15, 2022
SELL
$52.17 - $69.13 $23,946 - $31,730
-459 Reduced 2.9%
15,367 $832,000
Q1 2022

May 16, 2022
BUY
$62.37 - $75.14 $987,067 - $1.19 Million
15,826 New
15,826 $1.08 Million

Others Institutions Holding FYC

# of Institutions
112
Shares Held
4.79M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email