Atria Investments, Inc
Position in FVC — First Trust Dorsey Wright Dynamic Focus 5 ETF
CIK 1535865
Charlotte, NC
All Filings in FVC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 FVC | $699,408 | 19,685 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 FVC | $863,704 | 24,551 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 FVC | $974,788 | 26,670 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 FVC | $1,022,661 | 28,550 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 FVC | $1,049,055 | 29,752 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 FVC | $4,141,214 | 126,349 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FVC | $3,895,958 | 124,273 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 FVC | $14,187,184 | 422,112 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 FVC | $13,004,244 | 394,307 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 FVC | $14,592,956 | 416,763 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 FVC | $11,063,243 | 330,997 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 FVC | $11,041,129 | 325,505 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 FVC | $4,263,280 | 116,321 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 FVC | $3,899,440 | 103,078 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 FVC | $3,734,265 | 106,238 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 FVC | $3,651,056 | 100,497 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 FVC | $2,754,961 | 80,578 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 FVC | $3,113,478 | 100,244 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 FVC | $7,315,344 | 279,169 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 FVC | $14,607,647 | 591,882 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 FVC | $1,229,850 | 54,733 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||