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First Tr Exchange-traded shares owned by Atria Investments

Quarter-by-quarter ownership of First Tr Exchange-traded (FIIG) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $984k 46k 21.37
2024-06-30 $604k 30k 20.43
2024-03-31 $1.9M 91k 20.57
2023-12-31 $1.2M 58k 20.92

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding First Tr Exchange-traded

LPL Financial
Envestnet Asset Management
Morgan Stanley
Per Stirling Capital Management
Cambridge Investment Research Advisors
Creekmur Asset Management
First Trust Advisors
Kestra Advisory Services
Commonwealth Equity Services
Stephens
Mach-1 Financial Group
Owen LaRue
Branch Banking & Trust Company
Bank of New York Mellon
HighTower Advisors

View all funds holding First Tr Exchange-traded