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Atria Investments’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Atria Investments’s Portfolio FNX Stock Details FNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,800
Closed -$1.13M – 2060
2025
Q2 		$1.13M Sell
9,800
-33,557
-77% -$3.64M 0.01% 971
2025
Q1 		$4.73M Buy
43,357
+4,440
+11% +$513K 0.06% 387
2024
Q4 		$4.5M Buy
38,917
+1,086
+3% +$130K 0.06% 390
2024
Q3 		$4.43M Buy
37,831
+491
+1% +$55.3K 0.06% 394
2024
Q2 		$4.05M Sell
37,340
-2,039
-5% -$222K 0.05% 406
2024
Q1 		$4.46M Buy
39,379
+14,029
+55% +$1.48M 0.06% 374
2023
Q4 		$2.65M Sell
25,350
-7,384
-23% -$692K 0.04% 493
2023
Q3 		$3.01M Buy
32,734
+8,462
+35% +$817K 0.05% 434
2023
Q2 		$2.34M Sell
24,272
-8,421
-26% -$758K 0.04% 499
2023
Q1 		$2.94M Buy
32,693
+3,880
+13% +$359K 0.06% 408
2022
Q4 		$2.53M Buy
28,813
+968
+3% +$85.4K 0.05% 429
2022
Q3 		$2.23M Buy
27,845
+443
+2% +$39.4K 0.05% 445
2022
Q2 		$2.29M Buy
27,402
+2,146
+8% +$197K 0.05% 451
2022
Q1 		$2.48M Sell
25,256
-3,716
-13% -$362K 0.04% 486
2021
Q4 		$2.98M Buy
28,972
+5,274
+22% +$540K 0.05% 411
2021
Q3 		$2.31M Buy
23,698
+493
+2% +$49.1K 0.04% 460
2021
Q2 		$2.32M Buy
23,205
+584
+3% +$57.3K 0.04% 447
2021
Q1 		$2.12M Buy
22,621
+4,806
+27% +$436K 0.05% 432
2020
Q4 		$1.48M Sell
17,815
-129
-0.7% -$9.76K 0.04% 517
2020
Q3 		$1.18M Buy
17,944
+87
+0.5% +$5.71K 0.04% 510
2020
Q2 		$1.12M Sell
17,857
-12,794
-42% -$732K 0.04% 479
2020
Q1 		$1.48M Buy
30,651
+15,182
+98% +$984K 0.11% 168
2019
Q4 		$1.12M Buy
+15,469
New +$1.08M 0.03% 486
2017
Q1 		– Sell
-12,312
Closed -$694K – 686
2016
Q4 		$694K Buy
12,312
+2,832
+30% +$153K 0.05% 285
2016
Q3 		$501K Sell
9,480
-245
-3% -$12.9K 0.05% 312
2016
Q2 		$493K Sell
9,725
-21
-0.2% -$1.05K 0.05% 268
2016
Q1 		$484K Sell
9,746
-8,947
-48% -$410K 0.06% 253
2015
Q4 		$839K Buy
+18,693
New +$933K 0.09% 164

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return

Atria Investments's FNX Position: Q3 2025 in Review

Atria Investments sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q3 2025, closing a stake of 9,800 shares — an estimated $1.13M sold.

Atria Investments first reported a position in FNX in Q4 2015 and held it in 28 quarters. The position peaked at $4.73M in Q1 2025. 188 funds tracked by Wall St. Rank hold FNX as of Q3 2025.

  • Atria Investments reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 9,800 First Trust Mid Cap Core AlphaDEX Fund shares in Q3 2025, an estimated $1.13M.
  • Atria Investments first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q4 2015 and held it in 28 quarters.
  • Atria Investments's First Trust Mid Cap Core AlphaDEX Fund position peaked at $4.73M in Q1 2025.
  • 188 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.