Atria Investments, Inc FFEB FIRST TR EXCHNG TRADED FD VI

Ownership history in Atria Investments, Inc  ·  22 quarters on record

AI Ownership Summary

Atria Investments, Inc reported FIRST TR EXCHNG TRADED FD VI (FFEB) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows FFEB at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FFEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FFEB was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Atria Investments, Inc held FFEB — position size vs. price
% of Fund (quarterly)    FFEB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 112,211 +67,570 +151.4% 0.07% $6.2M 2025-11-06 $55.29
2025 Q2 ADDED 44,641 +10,215 +29.7% 0.03% $2.3M 2025-08-04 $53.18
2025 Q1 ADDED 34,426 +28,387 +470.1% 0.02% $1.7M 2025-05-06 $48.81
2024 Q4 REDUCED 96.1% -2.0% 6,039 -148,588 -96.1% 0.00% $301K 2025-02-06 $50.76
2024 Q3 ADDED 154,627 +135,466 +707.0% 0.09% $7.5M 2024-11-01 $48.63
2024 Q2 REDUCED 64.2% +3.8% 19,161 -34,355 -64.2% 0.01% $897K 2024-08-13 $46.92
2024 Q1 ADDED 53,516 +8,767 +19.6% 0.03% $2.4M 2024-05-21 $45.95
2023 Q4 REDUCED 63.2% +5.8% 44,749 -76,759 -63.2% 0.03% $1.9M 2024-02-14 $43.88
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atria Investments, Inc and FFEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning FFEB?

Atria Investments, Inc reported FFEB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FFEB position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for FFEB was 0.09% in 2024 Q3.

What is the latest reported FFEB position on this page?

The most recent filing on this page is 2025 Q3, when Atria Investments, Inc reported 112,211 shares, equal to 0.07% of portfolio, with an estimated market value of $6.2M.

What does the chart on this FFEB ownership page compare?

The chart compares Atria Investments, Inc's quarterly FFEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their FFEB position?

Based on 13F filing dates vs. subsequent FFEB price moves, Atria Investments, Inc correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on FFEB relative to SPY over the holding period was -4.3%.

← Back to Atria Investments, Inc Holdings