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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Trust Small Cap stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 17,387 shares of FYT stock, worth $951,242. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,387

Previous 16,821 3.36%

Holding current value

$951,242

Previous $870,000 10.92%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$50.68 - $58.56 $28,684 - $33,144	566 Added 3.36%	17,387 $965,000
Q2 2024 Jul 22, 2024	SELL	$50.17 - $54.13 $650,353 - $701,687	-12,963 Reduced 43.52%	16,821 $870,000
Q1 2024 May 13, 2024	SELL	$50.93 - $54.33 $71,352 - $76,116	-1,401 Reduced 4.49%	29,784 $1.62 Million
Q4 2023 Feb 02, 2024	BUY	$44.09 - $55.35 $244,082 - $306,417	5,536 Added 21.58%	31,185 $1.7 Million
Q3 2023 Nov 08, 2023	BUY	$45.09 - $50.88 $280,910 - $316,982	6,230 Added 32.08%	25,649 $1.2 Million
Q2 2023 Aug 03, 2023	SELL	$41.77 - $47.05 $380,232 - $428,296	-9,103 Reduced 31.92%	19,419 $894,000
Q1 2023 Aug 22, 2023	BUY	$43.46 - $52.95 $147,112 - $179,235	3,385 Added 17.43%	22,804 $1.04 Million
Q1 2023 Jun 14, 2023	BUY	$43.46 - $52.95 $248,504 - $302,768	5,718 Added 25.07%	28,522 $1.3 Million
Q1 2023 May 10, 2023	SELL	$43.46 - $52.95 $248,504 - $302,768	-5,718 Reduced 20.05%	22,804 $1.04 Million
Q4 2022 Aug 30, 2023	BUY	$41.5 - $48.07 $377,774 - $437,581	9,103 Added 46.88%	28,522 $1.28 Million
Q4 2022 Feb 13, 2023	SELL	$41.5 - $48.07 $645,034 - $747,152	-15,543 Reduced 35.27%	28,522 $1.28 Million
Q3 2022 Feb 13, 2023	SELL	$40.51 - $51.22 $731,772 - $925,238	-18,064 Reduced 29.07%	44,065 $1.84 Million
Q3 2022 Nov 14, 2022	BUY	$40.51 - $51.22 $613,078 - $775,163	15,134 Added 32.2%	62,129 $2.73 Million
Q2 2022 Aug 15, 2022	SELL	$42.85 - $51.39 $414,616 - $497,249	-9,676 Reduced 17.07%	46,995 $2.07 Million
Q1 2022 May 16, 2022	BUY	$49.58 - $54.42 $2.81 Million - $3.08 Million	56,671 New	56,671 $2.9 Million

Others Institutions Holding FYT

# of Institutions

Shares Held

2.71M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP

Ticker FYT
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Atria Wealth Solutions, Inc. First Trust Small Cap Transaction History