Atria Wealth Solutions, Inc. First Tr Developed Mkts Ex Us Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	SELL	$38.54 - $44.23 $280,763 - $322,215	-7,285 Reduced 13.54%	46,531 $2.04 Million
Q2 2024 Jul 22, 2024	BUY	$40.46 - $43.24 $87,150 - $93,138	2,154 Added 4.17%	53,816 $2.22 Million
Q1 2024 May 13, 2024	BUY	$38.9 - $42.31 $88,653 - $96,424	2,279 Added 4.61%	51,662 $2.18 Million
Q4 2023 Feb 02, 2024	SELL	$36.18 - $40.43 $54,197 - $60,564	-1,498 Reduced 2.94%	49,383 $2 Million
Q3 2023 Nov 08, 2023	BUY	$37.91 - $40.57 $146,256 - $156,519	3,858 Added 8.2%	50,881 $1.95 Million
Q2 2023 Aug 03, 2023	BUY	$37.0 - $40.84 $906,278 - $1 Million	24,494 Added 108.72%	47,023 $1.8 Million
Q1 2023 Aug 22, 2023	SELL	$36.76 - $41.1 $94,032 - $105,133	-2,558 Reduced 5.44%	44,465 $1.78 Million
Q1 2023 Jun 14, 2023	SELL	$36.76 - $41.1 $806,367 - $901,569	-21,936 Reduced 49.33%	22,529 $901,000
Q1 2023 May 10, 2023	BUY	$36.76 - $41.1 $806,367 - $901,569	21,936 Added 97.37%	44,465 $1.78 Million
Q4 2022 Aug 30, 2023	SELL	$32.75 - $38.88 $802,178 - $952,326	-24,494 Reduced 52.09%	22,529 $846,000
Q4 2022 Feb 13, 2023	BUY	$32.75 - $38.88 $61,570 - $73,094	1,880 Added 9.1%	22,529 $846,000
Q3 2022 Nov 14, 2022	BUY	$32.02 - $40.64 $661,180 - $839,175	20,649 New	20,649 $674,000

Others Institutions Holding FDTS

# of Institutions

14

Shares Held

117K

Call Options Held

0

Put Options Held

0

Wealthsource Partners, LLC

44.8K
Shares

$2.4 Million
0.12% of portfolio
Jane Street Group, LLC New York, NY

31.5K
Shares

$1.68 Million
0.0% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

13.1K
Shares

$698,318
0.0% of portfolio
Frontier Wealth Management LLC Kansas City, MO

10.8K
Shares

$579,935
0.01% of portfolio
Morgan Stanley New York, NY

9.11K
Shares

$487,058
0.0% of portfolio

About FIRST TR DEVELOPED MKTS EX-US

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