Atria Investments, Inc FCTR FIRST TR EXCHANGE TRADED FD

Ownership history in Atria Investments, Inc  ·  13 quarters on record

AI Ownership Summary

Atria Investments, Inc reported FIRST TR EXCHANGE TRADED FD (FCTR) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows FCTR at 0.00% 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 FCTR 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 EXCHANGE TRADED FD, 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
2026 Q1

FCTR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 FCTR — position size vs. price
% of Fund (quarterly)    FCTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 7,263 +4 +0.1% 0.00% $259K 2026-05-05 $37.89
2025 Q4 REDUCED 7,259 -57 -0.8% 0.00% $259K 2026-02-05 $35.93
2025 Q3 REDUCED 7,316 -27 -0.4% 0.00% $260K 2025-11-06 $35.00
2025 Q2 ADDED 7,343 +249 +3.5% 0.00% $250K 2025-08-04 $34.15
2025 Q1 ADDED 7,094 +10 +0.1% 0.00% $219K 2025-05-06 $31.62
2024 Q4 REDUCED 7,084 -218 -3.0% 0.00% $233K 2025-02-06 $34.50
2024 Q3 REDUCED 90.6% +6.6% 7,302 -70,643 -90.6% 0.00% $227K 2024-11-01 $30.95
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atria Investments, Inc and FCTR

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 FCTR?

Atria Investments, Inc reported FCTR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for FCTR was 0.00% in 2025 Q3.

What is the latest reported FCTR position on this page?

The most recent filing on this page is 2026 Q1, when Atria Investments, Inc reported 7,263 shares, equal to 0.00% of portfolio, with an estimated market value of $259K.

What does the chart on this FCTR ownership page compare?

The chart compares Atria Investments, Inc's quarterly FCTR 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 FCTR position?

Based on 13F filing dates vs. subsequent FCTR price moves, Atria Investments, Inc correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on FCTR relative to SPY over the holding period was -6.9%.

← Back to Atria Investments, Inc Holdings