Atria Wealth Solutions, Inc. First Tr Exchange Trd Fd Iii H Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$34.85 - $36.87 $21,153 - $22,380	-607 Reduced 6.21%	9,165 $330,000
Q4 2024 Jan 31, 2025	BUY	$35.61 - $38.84 $65,914 - $71,892	1,851 Added 23.37%	9,772 $349,000
Q3 2024 Nov 08, 2024	SELL	$32.99 - $36.63 $98,739 - $109,633	-2,993 Reduced 27.42%	7,921 $290,000
Q2 2024 Jul 22, 2024	BUY	$31.99 - $34.2 $31,958 - $34,165	999 Added 10.08%	10,914 $364,000
Q1 2024 May 13, 2024	BUY	$31.25 - $33.95 $35,750 - $38,838	1,144 Added 13.04%	9,915 $336,000
Q4 2023 Feb 02, 2024	BUY	$28.06 - $32.3 $42,903 - $49,386	1,529 Added 21.11%	8,771 $281,000
Q3 2023 Nov 08, 2023	BUY	$29.32 - $32.0 $3,283 - $3,584	112 Added 1.57%	7,242 $213,000
Q2 2023 Aug 03, 2023	BUY	$29.15 - $30.96 $9,094 - $9,659	312 Added 4.58%	7,130 $220,000
Q1 2023 Aug 22, 2023	BUY	$29.41 - $33.58 $18,557 - $21,188	631 Added 8.85%	7,761 $239,000
Q1 2023 Jun 14, 2023	SELL	$29.41 - $33.58 $27,733 - $31,665	-943 Reduced 12.15%	6,818 $210,000
Q1 2023 May 10, 2023	BUY	$29.41 - $33.58 $27,733 - $31,665	943 Added 13.83%	7,761 $239,000
Q4 2022 Aug 30, 2023	SELL	$28.37 - $32.58 $8,851 - $10,164	-312 Reduced 4.38%	6,818 $211,000
Q4 2022 Feb 13, 2023	BUY	$28.37 - $32.58 $193,426 - $222,130	6,818 New	6,818 $211,000

Others Institutions Holding HSMV

# of Institutions

18

Shares Held

747K

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

189K
Shares

$6.95 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

155K
Shares

$5.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

143K
Shares

$5.26 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

137K
Shares

$5.03 Million
0.01% of portfolio
Orion Portfolio Solutions, LLC

33.1K
Shares

$1.21 Million
0.01% of portfolio

About FIRST TR EXCHANGE-TRD FD III H

Ticker HSMV
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