Atria Investments’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Atria Investments’s Portfolio FYX Stock Details FYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,006	Closed	-$203K	–	1940
2024 Q4	$203K	Buy	+2,006	New	+$207K	﹤0.01%	1783
2017 Q1	–	Sell	-9,643	Closed	-$519K	–	687
2016 Q4	$519K	Sell	9,643 -585	-6%	-$29.9K	0.04%	332
2016 Q3	$509K	Sell	10,228 -514	-5%	-$25.1K	0.05%	309
2016 Q2	$500K	Buy	10,742 +64	+0.6%	+$2.9K	0.05%	261
2016 Q1	$482K	Sell	10,678 -9,838	-48%	-$409K	0.05%	254
2015 Q4	$831K	Buy	+20,516	New	+$940K	0.09%	166

Other funds holding FYX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's FYX Position: Q1 2025 in Review

Atria Investments sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2025, closing a stake of 2,006 shares — an estimated $203K sold.

Atria Investments first reported a position in FYX in Q4 2015 and held it in 6 quarters. The position peaked at $831K in Q4 2015. 158 funds tracked by Wall St. Rank hold FYX as of Q1 2025.

Atria Investments reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 2,006 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2025, an estimated $203K.
Atria Investments first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2015 and held it in 6 quarters.
Atria Investments's First Trust Small Cap Core AlphaDEX Fund position peaked at $831K in Q4 2015.
158 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.