Atria Wealth Solutions’s Franklin Electric FELE Stock Holding History

Atria Wealth Solutions’s Portfolio FELE Stock Details FELE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Sell	2,601 -500	-16%	-$43.8K	0.01%	1274
2025 Q1	$291K	Buy	3,101 +7	+0.2%	+$697	﹤0.01%	1482
2024 Q4	$302K	Hold	3,094	–	–	﹤0.01%	1543
2024 Q3	$324K	Sell	3,094 -2,000	-39%	-$200K	﹤0.01%	1465
2024 Q2	$491K	Hold	5,094	–	–	0.01%	1249
2024 Q1	$544K	Sell	5,094 -3,500	-41%	-$345K	0.01%	1214
2023 Q4	$831K	Hold	8,594	–	–	0.01%	949
2023 Q3	$767K	Buy	+8,594	New	+$831K	0.01%	933

Other funds holding FELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Luther King Capital Management (LKCM)

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return