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First Tr Exchange-traded shares owned by Atria Investments

Quarter-by-quarter ownership of First Tr Exchange-traded (FSIG) 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
2023-12-31 $2.8M 146k 18.96
2023-09-30 $2.9M 156k 18.39
2023-06-30 $3.1M 168k 18.62
2023-03-31 $2.7M 144k 18.83

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding First Tr Exchange-traded

Csenge Advisory Group
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Kestra Advisory Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Envestnet Portfolio Solutions
Raymond James Financial Services Advisors
Stifel Financial
TAP Consulting
Assetmark
Janney Montgomery Scott
Raymond James & Associates
Visionary Wealth Advisors

View all funds holding First Tr Exchange-traded