Atria Wealth Solutions, Inc. First Trust Small Cap 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 stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 12,920 shares of FYT stock, worth $718,093. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,920
Previous 13,084 1.25%
Holding current value
$718,093
Previous $650,000 0.15%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$42.78 - $50.73 $7,015 - $8,319
-164 Reduced 1.25%
12,920 $651,000
Q1 2025

May 09, 2025
SELL
$48.74 - $56.7 $392,357 - $456,435
-8,050 Reduced 38.09%
13,084 $650,000
Q4 2024

Jan 31, 2025
BUY
$53.73 - $60.73 $201,326 - $227,555
3,747 Added 21.55%
21,134 $1.16 Million
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
73
Shares Held
2.01M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP

FYT Quotes by TradingView
  • Ticker FYT
  • Sector ETFs
  • Industry ETFs
More about FYT
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