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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

92

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$41.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$19.7 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.3 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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