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First Tr Exchange-traded shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 93k 21.44
2024-06-30 $1.1M 56k 20.50
2024-03-31 $957k 47k 20.57

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

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