Atria Investments’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Atria Investments’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$618K	Buy	3,486 +1,043	+43%	+$187K	0.01%	1422
2026 Q2	$473K	Sell	2,443 -308	-11%	-$54.4K	﹤0.01%	1558
2026 Q1	$424K	Buy	2,751 +89	+3%	+$14.4K	﹤0.01%	1536
2025 Q4	$426K	Sell	2,662 -56	-2%	-$8.96K	﹤0.01%	1545
2025 Q3	$437K	Sell	2,718 -573	-17%	-$89.4K	0.01%	1497
2025 Q2	$497K	Sell	3,291 -49	-1%	-$6.74K	0.01%	1420
2025 Q1	$439K	Buy	3,340 +231	+7%	+$32.4K	0.01%	1424
2024 Q4	$430K	Buy	+3,109	New	+$434K	0.01%	1400
2024 Q3	–	Sell	-11,995	Closed	-$1.47M	–	1952
2024 Q2	$1.47M	Buy	11,995 +368	+3%	+$44.3K	0.02%	763
2024 Q1	$1.43M	Buy	11,627 +811	+7%	+$94.2K	0.02%	788
2023 Q4	$1.19M	Buy	+10,816	New	+$1.09M	0.02%	820
2023 Q3	–	Sell	-13,286	Closed	-$1.35M	–	854
2023 Q2	$1.35M	Buy	+13,286	New	+$1.26M	0.02%	716

Other funds holding FTC

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Atria Investments's FTC Position: Q3 2026 in Review

Atria Investments increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 43% in Q3 2026, buying an estimated $187K and bringing the position to 3,486 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #1422.

Atria Investments first reported a position in FTC in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.47M in Q2 2024. 18 funds tracked by Wall St. Rank hold FTC as of Q3 2026.

Atria Investments held 3,486 shares of First Trust Large Cap Growth AlphaDEX Fund worth $618K as of Q3 2026.
Atria Investments bought 1,043 First Trust Large Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $187K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1422 holding.
Atria Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 12 quarters since.
Atria Investments's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.47M in Q2 2024.
18 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.