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First Tr Exchange Traded Fd senior ln shares owned by Atria Investments

Quarter-by-quarter ownership of First Tr Exchange Traded Fd senior ln (FTSL) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in First Tr Exchange Traded Fd senior ln

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange Traded Fd senior ln 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 Fd senior ln by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $784k 17k 45.71
2024-03-31 $1.3M 28k 46.21
2023-12-31 $1.0M 22k 46.07
2023-09-30 $2.3M 50k 45.74
2023-06-30 $1.3M 29k 45.30
2023-03-31 $1.6M 34k 45.24
2022-12-31 $1.9M 42k 44.59
2022-09-30 $1.9M 43k 44.07
2022-06-30 $3.6M 83k 44.10
2022-03-31 $3.7M 79k 47.05
2021-12-31 $2.2M 45k 47.91
2021-09-30 $1.9M 40k 47.86
2021-06-30 $1.8M 37k 48.01
2021-03-31 $1.7M 35k 47.88
2020-06-30 $1.3M 31k 41.80
2020-03-31 $1.3M 31k 41.80
2019-12-31 $4.2M 88k 47.91
2019-09-30 $3.7M 78k 47.41
2019-06-30 $1.4M 29k 47.57
2019-03-31 $3.0M 63k 47.10
2018-12-31 $2.7M 59k 45.51
2018-09-30 $2.7M 57k 48.05
2018-06-30 $4.2M 89k 47.77
2018-03-31 $4.1M 85k 48.11
2017-12-31 $3.5M 73k 48.04
2017-09-30 $3.4M 71k 48.19
2017-06-30 $3.2M 66k 48.38
2017-03-31 $3.1M 64k 48.39
2016-12-31 $3.0M 63k 48.55
2016-09-30 $1.8M 36k 48.48
2016-06-30 $1.3M 27k 48.03
2016-03-31 $844k 18k 47.53

More positions owned by Atria Investments

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

View all positions for Atria Investments

Top funds holding First Tr Exchange Traded Fd senior ln

Morgan Stanley
LPL Financial
Bank of America Corporation
Royal Bank of Canada
One Capital Management
Wells Fargo & Company
UBS Group
First Trust Advisors
Raymond James Financial Services Advisors
Flaharty Asset Management
Envestnet Asset Management
Advisor Group Holdings
Welch & Forbes
Raymond James & Associates
Kovitz Investment Group Partners

View all funds holding First Tr Exchange Traded Fd senior ln