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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Atria Investments's FTC Position: Q2 2026 in Review

Atria Investments reduced its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 11% in Q2 2026, selling an estimated $54.4K and leaving 2,443 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Atria Investments first reported a position in FTC in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q2 2024. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Atria Investments held 2,443 shares of First Trust Large Cap Growth AlphaDEX Fund worth $473K as of Q2 2026.
Atria Investments sold 308 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $54.4K.
First Trust Large Cap Growth AlphaDEX Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1558 holding.
Atria Investments first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q2 2023 and has held it in 11 quarters since.
Atria Investments's First Trust Large Cap Growth AlphaDEX Fund position peaked at $1.47M in Q2 2024.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.