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Atria Wealth Solutions’s First Trust Developed Markets ex-US AlphaDEX Fund FDT Stock Holding History

Atria Wealth Solutions’s Portfolio FDT Stock Details FDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$422K Sell
6,139
-20,642
-77% -$1.3M 0.01% 994
2025
Q1 		$1.56M Sell
26,781
-1,882
-7% -$108K 0.02% 723
2024
Q4 		$1.55M Sell
28,663
-6,885
-19% -$385K 0.02% 740
2024
Q3 		$2.05M Buy
35,548
+1,328
+4% +$74.4K 0.02% 624
2024
Q2 		$1.88M Buy
34,220
+5,731
+20% +$319K 0.02% 642
2024
Q1 		$1.6M Sell
28,489
-3,139
-10% -$167K 0.02% 708
2023
Q4 		$1.66M Buy
31,628
+2,308
+8% +$116K 0.02% 666
2023
Q3 		$1.47M Buy
29,320
+1,920
+7% +$100K 0.02% 664
2023
Q2 		$1.41M Sell
27,400
-1,649
-6% -$84.2K 0.02% 708
2023
Q1 		$1.47M Buy
29,049
+1,613
+6% +$81.5K 0.02% 653
2022
Q4 		$1.31M Sell
27,436
-467
-2% -$21.6K 0.02% 646
2022
Q3 		$1.17M Buy
27,903
+1,227
+5% +$58K 0.02% 667
2022
Q2 		$1.28M Sell
26,676
-688
-3% -$36.9K 0.02% 592
2022
Q1 		$1.58M Buy
+27,364
New +$1.59M 0.03% 553

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return