AWS
FSCS

Atria Wealth Solutions’s First Trust SMID Capital Strength ETF FSCS Stock Holding History

Atria Wealth Solutions’s Portfolio FSCS Stock Details FSCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,558
Closed -$267K – 2076
2023
Q4 		$267K Sell
8,558
-1,261
-13% -$35.6K ﹤0.01% 1578
2023
Q3 		$271K Buy
9,819
+13
+0.1% +$374 ﹤0.01% 1482
2023
Q2 		$282K Sell
9,806
-1,010
-9% -$27.7K ﹤0.01% 1485
2023
Q1 		$299K Sell
10,816
-652
-6% -$18.5K ﹤0.01% 1421
2022
Q4 		$311K Sell
11,468
-1,214
-10% -$32.6K 0.01% 1342
2022
Q3 		$306K Sell
12,682
-525
-4% -$14K 0.01% 1291
2022
Q2 		$335K Buy
+13,207
New +$364K 0.01% 1153

Other funds holding FSCS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FPWM
FSB Premier Wealth Management Waterloo, Iowa $319M AUM 15.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return