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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

Other funds holding FNX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TCTWM
Three Cord True Wealth Management Beaver, Pennsylvania $210M AUM 21.9% 1-Year Est. Return

Atria Wealth Solutions's FNX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Mid Cap Core AlphaDEX Fund (FNX) in Q2 2025, closing a stake of 2,448 shares — an estimated $267K sold.

Atria Wealth Solutions first reported a position in FNX in Q1 2022 and held it in 13 quarters. The position peaked at $6.95M in Q2 2024. 190 funds tracked by Wall St. Rank hold FNX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Mid Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,448 First Trust Mid Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $267K.
  • Atria Wealth Solutions first reported a position in First Trust Mid Cap Core AlphaDEX Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's First Trust Mid Cap Core AlphaDEX Fund position peaked at $6.95M in Q2 2024.
  • 190 funds tracked by Wall St. Rank held First Trust Mid Cap Core AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.