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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 4,214 shares of FYC stock, worth $386,044. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,214

Previous 3,805 10.75%

Holding current value

$386,044

Previous $261,000 28.35%

% of portfolio

0.01%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$61.01 - $79.58 $24,953 - $32,548	409 Added 10.75%	4,214 $335,000
Q1 2025 May 09, 2025	BUY	$68.13 - $80.57 $48,099 - $56,882	706 Added 22.78%	3,805 $261,000
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

4.57M

Call Options Held

23K

Put Options Held

View Full List

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

More about FYC

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 Small Cap Growth A Transaction History