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First Tr Exchange-traded shares owned by Atria Investments

Quarter-by-quarter ownership of First Tr Exchange-traded (WCMI) 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
2026-03-31 $302k 18k 16.77

More positions owned by Atria Investments

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Atria Investments

Top funds holding First Tr Exchange-traded

LPL Financial
Raymond James Financial
Fiduciary Trust Company
Bank of New York Mellon
Goss Wealth Management
Royal Bank of Canada
Koshinski Asset Management
Evergreen Wealth Solutions
Janney Montgomery Scott
CWM
Envestnet Asset Management
Ferguson Shapiro
Personal Resources Investment & Strategic Management
Mariner Wealth Advisors
HighTower Advisors

View all funds holding First Tr Exchange-traded