Atria Wealth Solutions, Inc. First Tr Enhanced Traded Fd Iv Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Enhanced Traded Fd Iv stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 196,377 shares of FTSM stock, worth $11.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

196,377

Previous 281,952 30.35%

Holding current value

$11.8 Million

Previous $16.9 Million 30.47%

% of portfolio

0.13%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$59.74 - $60.03 $5.11 Million - $5.14 Million	-85,575 Reduced 30.35%	196,377 $11.7 Million
Q3 2024 Nov 08, 2024	BUY	$59.61 - $60.15 $3.17 Million - $3.2 Million	53,247 Added 23.28%	281,952 $16.9 Million
Q2 2024 Jul 22, 2024	SELL	$59.55 - $59.81 $953,871 - $958,036	-16,018 Reduced 6.55%	228,705 $13.6 Million
Q1 2024 May 13, 2024	SELL	$59.62 - $59.91 $4.84 Million - $4.87 Million	-81,218 Reduced 24.92%	244,723 $14.6 Million
Q4 2023 Feb 02, 2024	SELL	$59.43 - $59.85 $14 Million - $14.1 Million	-236,232 Reduced 42.02%	325,941 $19.4 Million
Q3 2023 Nov 08, 2023	BUY	$59.42 - $59.69 $2.19 Million - $2.2 Million	36,802 Added 7.0%	562,173 $33.4 Million
Q2 2023 Aug 03, 2023	BUY	$59.41 - $59.73 $12 Million - $12.1 Million	202,695 Added 62.82%	525,371 $31.2 Million
Q1 2023 Aug 22, 2023	BUY	$59.44 - $59.7 $966,375 - $970,602	16,258 Added 3.09%	541,629 $32.2 Million
Q1 2023 Jun 14, 2023	SELL	$59.44 - $59.7 $13 Million - $13.1 Million	-218,953 Reduced 40.42%	322,676 $19.2 Million
Q1 2023 May 10, 2023	BUY	$59.44 - $59.7 $13 Million - $13.1 Million	218,953 Added 67.86%	541,629 $32.2 Million
Q4 2022 Aug 30, 2023	SELL	$59.27 - $59.6 $12 Million - $12.1 Million	-202,695 Reduced 38.58%	322,676 $19.2 Million
Q4 2022 Feb 13, 2023	SELL	$59.27 - $59.6 $35.5 Million - $35.7 Million	-598,685 Reduced 64.98%	322,676 $19.2 Million
Q3 2022 Feb 13, 2023	BUY	$59.32 - $59.5 $63,531 - $63,724	1,071 Added 0.12%	921,361 $54.8 Million
Q3 2022 Nov 14, 2022	BUY	$59.32 - $59.5 $42 Million - $42.1 Million	707,687 Added 332.87%	920,290 $54.7 Million
Q2 2022 Aug 15, 2022	SELL	$59.38 - $59.57 $612,089 - $614,047	-10,308 Reduced 4.62%	212,603 $12.6 Million
Q1 2022 May 16, 2022	BUY	$59.48 - $59.8 $13.3 Million - $13.3 Million	222,911 New	222,911 $13.3 Million

Others Institutions Holding FTSM

# of Institutions

462

Shares Held

85.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR ENHANCED TRADED FD IV

Ticker FTSM
Sector ETFs
Industry ETFs

More about FTSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. First Tr Enhanced Traded Fd Iv Transaction History