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Atria Investments’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Atria Investments’s Portfolio FYC Stock Details FYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,133
Closed -$1.36M – 2065
2025
Q2 		$1.36M Buy
17,133
+11,571
+208% +$831K 0.02% 899
2025
Q1 		$383K Buy
+5,562
New +$420K ﹤0.01% 1488
2022
Q4 		– Sell
-63,366
Closed -$3.42M – 783
2022
Q3 		$3.42M Buy
63,366
+1,818
+3% +$107K 0.08% 313
2022
Q2 		$3.33M Buy
61,548
+7,584
+14% +$452K 0.07% 346
2022
Q1 		$3.69M Buy
53,964
+3,885
+8% +$261K 0.06% 359
2021
Q4 		$3.73M Buy
50,079
+3,026
+6% +$227K 0.07% 360
2021
Q3 		$3.37M Buy
47,053
+2,251
+5% +$161K 0.06% 362
2021
Q2 		$3.28M Buy
44,802
+1,768
+4% +$125K 0.06% 347
2021
Q1 		$3M Buy
43,034
+3,841
+10% +$270K 0.07% 338
2020
Q4 		$2.42M Sell
39,193
-1,003
-2% -$54.5K 0.06% 364
2020
Q3 		$1.9M Buy
40,196
+172
+0.4% +$7.86K 0.06% 355
2020
Q2 		$1.7M Buy
+40,024
New +$1.53M 0.06% 359

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's FYC Position: Q3 2025 in Review

Atria Investments sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2025, closing a stake of 17,133 shares — an estimated $1.36M sold.

Atria Investments first reported a position in FYC in Q2 2020 and held it in 12 quarters. The position peaked at $3.73M in Q4 2021. 117 funds tracked by Wall St. Rank hold FYC as of Q3 2025.

  • Atria Investments reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 17,133 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $1.36M.
  • Atria Investments first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2020 and held it in 12 quarters.
  • Atria Investments's First Trust Small Cap Growth AlphaDEX Fund position peaked at $3.73M in Q4 2021.
  • 117 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2025.

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