Atria Wealth Solutions’s FIRST TRUST ENERGY INFRASTRUCTURE FUND FIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12,633	Closed	-$229K	–	2099
2024 Q1	$229K	Buy	12,633 +495	+4%	+$8.25K	﹤0.01%	1731
2023 Q4	$200K	Buy	12,138 +232	+2%	+$3.64K	﹤0.01%	1782
2023 Q3	$180K	Buy	11,906 +46	+0.4%	+$699	﹤0.01%	1725
2023 Q2	$174K	Buy	11,860 +1,811	+18%	+$26.2K	﹤0.01%	1734
2023 Q1	$144K	Buy	+10,049	New	+$147K	﹤0.01%	1723

Other funds holding FIF

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Wealth Solutions's FIF Position: Q2 2024 in Review

Atria Wealth Solutions sold out of FIRST TRUST ENERGY INFRASTRUCTURE FUND (FIF) in Q2 2024, closing a stake of 12,633 shares — an estimated $229K sold.

Atria Wealth Solutions first reported a position in FIF in Q1 2023 and held it in 5 quarters. The position peaked at $229K in Q1 2024. 1 fund tracked by Wall St. Rank holds FIF as of Q2 2024.

Atria Wealth Solutions reported no remaining FIRST TRUST ENERGY INFRASTRUCTURE FUND position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 12,633 FIRST TRUST ENERGY INFRASTRUCTURE FUND shares in Q2 2024, an estimated $229K.
Atria Wealth Solutions first reported a position in FIRST TRUST ENERGY INFRASTRUCTURE FUND in Q1 2023 and held it in 5 quarters.
Atria Wealth Solutions's FIRST TRUST ENERGY INFRASTRUCTURE FUND position peaked at $229K in Q1 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST ENERGY INFRASTRUCTURE FUND as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.