Atria Wealth Solutions, Inc. First Tr Pfd Secs & Income ETF Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 186,672 shares of FPE stock, worth $3.32 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

186,672

Previous 163,605 14.1%

Holding current value

$3.32 Million

Previous $2.96 Million 11.58%

% of portfolio

0.04%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$17.65 - $18.18 $407,132 - $419,358	23,067 Added 14.1%	186,672 $3.3 Million
Q3 2024 Nov 08, 2024	BUY	$17.35 - $18.22 $136,110 - $142,935	7,845 Added 5.04%	163,605 $2.96 Million
Q2 2024 Jul 22, 2024	BUY	$16.96 - $17.44 $19,995 - $20,561	1,179 Added 0.76%	155,760 $2.7 Million
Q1 2024 May 13, 2024	SELL	$16.74 - $17.43 $62,724 - $65,310	-3,747 Reduced 2.37%	154,581 $2.68 Million
Q4 2023 Feb 02, 2024	SELL	$15.46 - $16.92 $94,398 - $103,313	-6,106 Reduced 3.71%	158,328 $2.67 Million
Q3 2023 Nov 08, 2023	SELL	$15.88 - $16.28 $306,690 - $314,415	-19,313 Reduced 10.51%	164,434 $2.63 Million
Q2 2023 Aug 03, 2023	SELL	$15.54 - $16.14 $379,005 - $393,638	-24,389 Reduced 11.72%	183,747 $2.93 Million
Q1 2023 Aug 22, 2023	BUY	$15.34 - $18.23 $280,936 - $333,864	18,314 Added 9.97%	202,061 $3.22 Million
Q1 2023 Jun 14, 2023	BUY	$15.34 - $18.23 $93,190 - $110,747	6,075 Added 3.01%	208,136 $3.32 Million
Q1 2023 May 10, 2023	SELL	$15.34 - $18.23 $93,190 - $110,747	-6,075 Reduced 2.92%	202,061 $3.22 Million
Q4 2022 Aug 30, 2023	BUY	$16.29 - $17.16 $397,296 - $418,515	24,389 Added 13.27%	208,136 $3.5 Million
Q4 2022 Feb 13, 2023	SELL	$16.29 - $17.16 $290,629 - $306,151	-17,841 Reduced 7.9%	208,136 $3.5 Million
Q3 2022 Feb 13, 2023	SELL	$16.66 - $18.32 $129,898 - $142,841	-7,797 Reduced 3.34%	225,977 $3.86 Million
Q3 2022 Nov 14, 2022	BUY	$16.66 - $18.32 $919,798 - $1.01 Million	55,210 Added 30.92%	233,774 $4.15 Million
Q2 2022 Aug 15, 2022	SELL	$17.23 - $19.08 $2.6 Million - $2.88 Million	-150,719 Reduced 45.77%	178,564 $3.08 Million
Q1 2022 May 16, 2022	BUY	$18.67 - $20.32 $6.15 Million - $6.69 Million	329,283 New	329,283 $6.26 Million

Others Institutions Holding FPE

# of Institutions

483

Shares Held

221M

Call Options Held

Put Options Held

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. First Tr Pfd Secs & Income ETF Transaction History