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FIRST TR EXCH TRD ALPHA FD I EX US SML cp shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of FIRST TR EXCH TRD ALPHA FD I EX US SML cp (FDTS) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in FIRST TR EXCH TRD ALPHA FD I EX US SML cp

Tip: Access up to 7 years of quarterly data

All positions including FIRST TR EXCH TRD ALPHA FD I EX US SML cp held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FIRST TR EXCH TRD ALPHA FD I EX US SML cp by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 52k 42.27
2023-12-31 $2.0M 49k 40.43
2023-09-30 $2.0M 51k 38.41
2023-06-30 $1.8M 47k 38.37
2023-03-31 $1.8M 45k 40.02
2022-12-31 $846k 23k 37.56
2022-09-30 $674k 21k 32.64

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding FIRST TR EXCH TRD ALPHA FD I EX US SML cp

Atria Wealth Solutions
Wealthsource Partners
Jane Street
Citadel Advisors
LPL Financial
Advisor Group Holdings
Morgan Stanley
Bank Of Montreal
Harbour Investments
ICA Group Wealth Management
UBS Group
Goss Wealth Management
Wells Fargo & Company

View all funds holding FIRST TR EXCH TRD ALPHA FD I EX US SML cp