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Atria Wealth Solutions’s First Trust Mid Cap Growth AlphaDEX Fund FNY Stock Holding History

Atria Wealth Solutions’s Portfolio FNY Stock Details FNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$730K Sell
8,849
-21,398
-71% -$1.64M 0.02% 762
2025
Q1 		$2.26M Buy
30,247
+1,042
+4% +$83.8K 0.03% 586
2024
Q4 		$2.34M Sell
29,205
-1,681
-5% -$139K 0.03% 589
2024
Q3 		$2.46M Sell
30,886
-478
-2% -$36.2K 0.03% 556
2024
Q2 		$2.31M Sell
31,364
-2,123
-6% -$155K 0.03% 583
2024
Q1 		$2.53M Buy
33,487
+7,783
+30% +$545K 0.03% 563
2023
Q4 		$1.75M Buy
25,704
+811
+3% +$49.8K 0.02% 648
2023
Q3 		$1.51M Buy
24,893
+991
+4% +$63.2K 0.02% 657
2023
Q2 		$1.55M Buy
23,902
+705
+3% +$42.5K 0.02% 667
2023
Q1 		$1.38M Buy
23,197
+3,900
+20% +$232K 0.02% 688
2022
Q4 		$1.09M Buy
19,297
+202
+1% +$11.7K 0.02% 709
2022
Q3 		$1.02M Sell
19,095
-208
-1% -$12.2K 0.02% 705
2022
Q2 		$1.05M Sell
19,303
-1,750
-8% -$106K 0.02% 670
2022
Q1 		$1.4M Buy
+21,053
New +$1.39M 0.02% 598

Other funds holding FNY

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Atria Wealth Solutions reduced its First Trust Mid Cap Growth AlphaDEX Fund (FNY) stake by 71% in Q2 2025, selling an estimated $1.64M and leaving 8,849 shares worth $730K. The position accounts for 0.02% of the portfolio, ranked #762.

Atria Wealth Solutions first reported a position in FNY in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.53M in Q1 2024. 100 funds tracked by Wall St. Rank hold FNY as of Q2 2025.

  • Atria Wealth Solutions held 8,849 shares of First Trust Mid Cap Growth AlphaDEX Fund worth $730K as of Q2 2025.
  • Atria Wealth Solutions sold 21,398 First Trust Mid Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $1.64M.
  • First Trust Mid Cap Growth AlphaDEX Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #762 holding.
  • Atria Wealth Solutions first reported a position in First Trust Mid Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's First Trust Mid Cap Growth AlphaDEX Fund position peaked at $2.53M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held First Trust Mid Cap Growth AlphaDEX Fund as of Q2 2025.

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