Atria Wealth Solutions, Inc. First Tr Exchange Traded Fd Fi Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Exchange Traded Fd Fi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,033 shares of FXL stock, worth $503,681. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,033

Previous 5,666 28.82%

Holding current value

$503,681

Previous $785,000 23.69%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$136.18 - $158.26 $222,381 - $258,438	-1,633 Reduced 28.82%	4,033 $599,000
Q3 2024 Nov 08, 2024	BUY	$122.48 - $142.51 $31,109 - $36,197	254 Added 4.69%	5,666 $785,000
Q2 2024 Jul 22, 2024	SELL	$123.54 - $136.26 $370,867 - $409,052	-3,002 Reduced 35.68%	5,412 $737,000
Q1 2024 May 13, 2024	SELL	$122.15 - $138.57 $47,638 - $54,042	-390 Reduced 4.43%	8,414 $1.13 Million
Q4 2023 Feb 02, 2024	BUY	$104.07 - $129.36 $9,574 - $11,901	92 Added 1.06%	8,804 $1.13 Million
Q3 2023 Nov 08, 2023	SELL	$107.71 - $121.01 $316,021 - $355,043	-2,934 Reduced 25.19%	8,712 $968,000
Q2 2023 Aug 03, 2023	BUY	$96.27 - $115.04 $452,276 - $540,457	4,698 Added 67.62%	11,646 $1.34 Million
Q1 2023 Aug 22, 2023	SELL	$91.07 - $107.48 $124,310 - $146,710	-1,365 Reduced 11.72%	10,281 $1.08 Million
Q1 2023 Jun 14, 2023	SELL	$91.07 - $107.48 $303,536 - $358,230	-3,333 Reduced 32.42%	6,948 $730,000
Q1 2023 May 10, 2023	BUY	$91.07 - $107.48 $303,536 - $358,230	3,333 Added 47.97%	10,281 $1.08 Million
Q4 2022 Aug 30, 2023	SELL	$84.85 - $98.36 $398,625 - $462,095	-4,698 Reduced 40.34%	6,948 $636,000
Q4 2022 Feb 13, 2023	SELL	$84.85 - $98.36 $15,782 - $18,294	-186 Reduced 2.61%	6,948 $636,000
Q3 2022 Nov 14, 2022	SELL	$86.7 - $108.72 $522,454 - $655,146	-6,026 Reduced 45.79%	7,134 $618,000
Q2 2022 Aug 15, 2022	BUY	$91.32 - $117.0 $25,660 - $32,877	281 Added 2.18%	13,160 $1.24 Million
Q1 2022 May 16, 2022	BUY	$104.66 - $131.4 $1.35 Million - $1.69 Million	12,879 New	12,879 $1.5 Million

Others Institutions Holding FXL

# of Institutions

272

Shares Held

6.24M

Call Options Held

Put Options Held

40.1K

View Full List

About FIRST TR EXCHANGE TRADED FD FI

Ticker FXL
Sector ETFs
Industry ETFs

More about FXL

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 Exchange Traded Fd Fi Transaction History