Atria Wealth Solutions’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Sell |
8,849
-21,398
| -71% | -$1.76M | 0.02% | 761 |
|
|
2025
Q1 | $2.26M | Buy |
30,247
+1,042
| +4% | +$78K | 0.03% | 583 |
|
|
2024
Q4 | $2.34M | Sell |
29,205
-1,681
| -5% | -$134K | 0.03% | 586 |
|
|
2024
Q3 | $2.46M | Sell |
30,886
-478
| -2% | -$38.1K | 0.03% | 553 |
|
|
2024
Q2 | $2.31M | Sell |
31,364
-2,123
| -6% | -$156K | 0.03% | 581 |
|
|
2024
Q1 | $2.53M | Buy |
33,487
+7,783
| +30% | +$588K | 0.03% | 561 |
|
|
2023
Q4 | $1.75M | Buy |
25,704
+811
| +3% | +$55.2K | 0.02% | 643 |
|
|
2023
Q3 | $1.51M | Buy |
24,893
+991
| +4% | +$60.2K | 0.02% | 656 |
|
|
2023
Q2 | $1.55M | Buy |
23,902
+705
| +3% | +$45.7K | 0.02% | 665 |
|
|
2023
Q1 | $1.38M | Buy |
23,197
+3,900
| +20% | +$232K | 0.02% | 687 |
|
|
2022
Q4 | $1.09M | Buy |
19,297
+202
| +1% | +$11.4K | 0.02% | 707 |
|
|
2022
Q3 | $1.02M | Sell |
19,095
-208
| -1% | -$11.1K | 0.02% | 702 |
|
|
2022
Q2 | $1.06M | Sell |
19,303
-1,750
| -8% | -$95.6K | 0.02% | 652 |
|
|
2022
Q1 | $1.4M | Buy |
+21,053
| New | +$1.4M | 0.02% | 598 |
|