Atria Wealth Solutions, Inc. First Trust Asia Pacific Ex Ja Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$27.42 - $29.94 $51,056 - $55,748	1,862 Added 6.55%	30,309 $860,000
Q4 2024 Jan 31, 2025	BUY	$27.35 - $30.56 $68,156 - $76,155	2,492 Added 9.6%	28,447 $779,000
Q3 2024 Nov 08, 2024	BUY	$26.68 - $30.95 $13,046 - $15,134	489 Added 1.92%	25,955 $793,000
Q2 2024 Jul 22, 2024	BUY	$25.82 - $28.36 $9,914 - $10,890	384 Added 1.53%	25,466 $713,000
Q1 2024 May 13, 2024	BUY	$24.93 - $28.41 $16,129 - $18,381	647 Added 2.65%	25,082 $692,000
Q4 2023 Feb 02, 2024	BUY	$23.33 - $27.38 $63,434 - $74,446	2,719 Added 12.52%	24,435 $665,000
Q3 2023 Nov 08, 2023	BUY	$25.18 - $29.61 $39,784 - $46,783	1,580 Added 7.85%	21,716 $554,000
Q2 2023 Aug 03, 2023	BUY	$25.59 - $28.21 $48,646 - $53,627	1,901 Added 10.43%	20,136 $534,000
Q1 2023 Aug 22, 2023	SELL	$24.81 - $28.47 $33,741 - $38,719	-1,360 Reduced 6.75%	18,776 $503,000
Q1 2023 Jun 14, 2023	SELL	$24.81 - $28.47 $13,422 - $15,402	-541 Reduced 2.88%	18,235 $488,000
Q1 2023 May 10, 2023	BUY	$24.81 - $28.47 $13,422 - $15,402	541 Added 2.97%	18,776 $503,000
Q4 2022 Aug 30, 2023	SELL	$22.48 - $26.74 $42,734 - $50,832	-1,901 Reduced 9.44%	18,235 $466,000
Q4 2022 Feb 13, 2023	BUY	$22.48 - $26.74 $10,790 - $12,835	480 Added 2.7%	18,235 $466,000
Q3 2022 Nov 14, 2022	BUY	$22.56 - $27.84 $5,211 - $6,431	231 Added 1.32%	17,755 $400,000
Q2 2022 Aug 15, 2022	BUY	$26.02 - $31.65 $150,343 - $182,873	5,778 Added 49.19%	17,524 $456,000
Q1 2022 May 16, 2022	BUY	$28.5 - $31.99 $334,761 - $375,754	11,746 New	11,746 $360,000

Others Institutions Holding FPA

# of Institutions

18

Shares Held

472K

Call Options Held

0

Put Options Held

0

Waverton Investment Management LTD

170K
Shares

$6.22 Million
0.09% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

41.3K
Shares

$1.51 Million
0.0% of portfolio
Synergy Asset Management, LLC Bellevue, WA

39.9K
Shares

$1.46 Million
0.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

37.7K
Shares

$1.38 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

35.1K
Shares

$1.29 Million
0.0% of portfolio

About FIRST TRUST ASIA PACIFIC EX-JA

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