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Atria Wealth Solutions’s First Trust Mid Cap Core AlphaDEX Fund FNX Stock Holding History

Atria Wealth Solutions’s Portfolio FNX Stock Details FNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,448
Closed -$267K – 1614
2025
Q1 		$267K Sell
2,448
-43
-2% -$4.96K ﹤0.01% 1543
2024
Q4 		$288K Sell
2,491
-40
-2% -$4.79K ﹤0.01% 1579
2024
Q3 		$297K Sell
2,531
-61,493
-96% -$6.92M ﹤0.01% 1527
2024
Q2 		$6.95M Buy
64,024
+61,462
+2,399% +$6.71M 0.08% 259
2024
Q1 		$290K Sell
2,562
-2,905
-53% -$306K ﹤0.01% 1572
2023
Q4 		$571K Sell
5,467
-1,357
-20% -$127K 0.01% 1143
2023
Q3 		$628K Sell
6,824
-1,084
-14% -$105K 0.01% 1027
2023
Q2 		$762K Sell
7,908
-9,285
-54% -$836K 0.01% 969
2023
Q1 		$1.55M Sell
17,193
-13,653
-44% -$1.26M 0.02% 634
2022
Q4 		$2.71M Sell
30,846
-2,613
-8% -$231K 0.04% 415
2022
Q3 		$2.69M Buy
33,459
+10,997
+49% +$979K 0.05% 383
2022
Q2 		$1.88M Sell
22,462
-1,070
-5% -$98.3K 0.04% 465
2022
Q1 		$2.31M Buy
+23,532
New +$2.3M 0.04% 440

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $180M AUM 19.5% 1-Year Est. Return