Atria Wealth Solutions, Inc. First Tr Small Cap Core Alphad Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,443 shares of FYX stock, worth $251,897. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,443

Previous 2,550 4.2%

Holding current value

$251,897

Previous $230,000 5.65%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$89.32 - $100.62 $9,557 - $10,766	-107 Reduced 4.2%	2,443 $243,000
Q2 2024 Jul 22, 2024	SELL	$86.32 - $94.11 $24,601 - $26,821	-285 Reduced 10.05%	2,550 $230,000
Q1 2024 May 13, 2024	SELL	$85.84 - $93.24 $7,382 - $8,018	-86 Reduced 2.94%	2,835 $264,000
Q4 2023 Feb 02, 2024	SELL	$74.82 - $93.04 $1.24 Million - $1.54 Million	-16,579 Reduced 85.02%	2,921 $267,000
Q3 2023 Nov 08, 2023	SELL	$79.2 - $88.72 $281,476 - $315,310	-3,554 Reduced 15.42%	19,500 $1.57 Million
Q2 2023 Aug 03, 2023	SELL	$74.92 - $82.95 $231,502 - $256,315	-3,090 Reduced 11.82%	23,054 $1.9 Million
Q1 2023 Aug 22, 2023	BUY	$76.79 - $90.02 $42,541 - $49,871	554 Added 2.4%	23,608 $1.9 Million
Q1 2023 Jun 14, 2023	BUY	$76.79 - $90.02 $194,739 - $228,290	2,536 Added 10.74%	26,144 $2.11 Million
Q1 2023 May 10, 2023	SELL	$76.79 - $90.02 $194,739 - $228,290	-2,536 Reduced 9.7%	23,608 $1.9 Million
Q4 2022 Aug 30, 2023	BUY	$74.24 - $84.67 $229,401 - $261,630	3,090 Added 13.4%	26,144 $2.05 Million
Q4 2022 Feb 13, 2023	SELL	$74.24 - $84.67 $694,960 - $792,595	-9,361 Reduced 26.37%	26,144 $2.05 Million
Q3 2022 Feb 13, 2023	SELL	$72.71 - $89.32 $8,797 - $10,807	-121 Reduced 0.34%	35,505 $2.63 Million
Q3 2022 Nov 14, 2022	SELL	$72.71 - $89.32 $2,108 - $2,590	-29 Reduced 0.08%	35,626 $2.61 Million
Q2 2022 Aug 15, 2022	SELL	$74.54 - $92.21 $174,945 - $216,416	-2,347 Reduced 6.18%	35,655 $2.73 Million
Q1 2022 May 16, 2022	BUY	$86.79 - $98.63 $3.3 Million - $3.75 Million	38,002 New	38,002 $3.48 Million

Others Institutions Holding FYX

# of Institutions

160

Shares Held

6.15M

Call Options Held

2.3K

Put Options Held

View Full List

About FIRST TR SMALL CAP CORE ALPHAD

Ticker FYX
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Atria Wealth Solutions, Inc. First Tr Small Cap Core Alphad Transaction History