Atria Investments LLC First Tr Large Cap Value Transaction History

Atria Investments LLC

$8.14 Billion
Q3 2025

A detailed history of Atria Investments LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Atria Investments LLC holds 41,983 shares of FTA stock, worth $3.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

41,983

Previous 42,769 1.84%

Holding current value

$3.51 Million

Previous $3.36 Million 4.05%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$78.13 - $83.78 $61,410 - $65,851	-786 Reduced 1.84%	41,983 $3.5 Million
Q2 2025 Aug 04, 2025	BUY	$67.12 - $78.63 $166,256 - $194,766	2,477 Added 6.15%	42,769 $3.36 Million
Q1 2025 May 06, 2025	BUY	$74.42 - $80.34 $117,583 - $126,937	1,580 Added 4.08%	40,292 $3.09 Million
Q4 2024 Feb 06, 2025	BUY	$75.21 - $83.49 $140,266 - $155,708	1,865 Added 5.06%	38,712 $2.96 Million
Q3 2024 Nov 01, 2024	BUY	$72.76 - $79.13 $175,715 - $191,098	2,415 Added 7.01%	36,847 $2.92 Million

Q2 2024 Aug 13, 2024	BUY	$72.36 - $76.0 $60,927 - $63,992	842 Added 2.51%	34,432 $2.53 Million
Q1 2024 May 21, 2024	BUY	$69.01 - $76.38 $181,082 - $200,421	2,624 Added 8.47%	33,590 $2.57 Million
Q4 2023 Feb 14, 2024	BUY	$61.6 - $71.44 $221,452 - $256,826	3,595 Added 13.13%	30,966 $2.19 Million
Q3 2023 Nov 07, 2023	SELL	$64.61 - $70.36 $282,410 - $307,543	-4,371 Reduced 13.77%	27,371 $1.77 Million
Q2 2023 Aug 04, 2023	BUY	$62.32 - $67.04 $517,629 - $556,834	8,306 Added 35.44%	31,742 $2.12 Million
Q1 2023 May 10, 2023	BUY	$63.26 - $73.3 $1.48 Million - $1.72 Million	23,436 New	23,436 $1.56 Million
Q2 2021 Aug 10, 2021	SELL	$63.99 - $68.35 $5.24 Million - $5.59 Million	-81,854 Closed	0 $0
Q1 2021 May 11, 2021	BUY	$54.05 - $64.23 $4.17 Million - $4.96 Million	77,228 Added 1669.43%	81,854 $5.21 Million
Q2 2019 Aug 09, 2019	BUY	$48.25 - $53.8 $223,204 - $248,878	4,626 New	4,626 $280,000

Others Institutions Holding FTA

# of Institutions

227

Shares Held

10.6M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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Atria Investments LLC First Tr Large Cap Value Transaction History