Atria Wealth Solutions’s First Trust Asia Pacific ex-Japan AlphaDEX Fund FPA Stock Holding History

Atria Wealth Solutions’s Portfolio FPA Stock Details FPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,309	Closed	-$861K	–	1616
2025 Q1	$861K	Buy	30,309 +1,862	+7%	+$54K	0.01%	949
2024 Q4	$780K	Buy	28,447 +2,492	+10%	+$73.1K	0.01%	1031
2024 Q3	$793K	Buy	25,955 +489	+2%	+$14.1K	0.01%	1014
2024 Q2	$713K	Buy	25,466 +384	+2%	+$10.5K	0.01%	1048
2024 Q1	$692K	Buy	25,082 +647	+3%	+$17.3K	0.01%	1090
2023 Q4	$666K	Buy	24,435 +2,719	+13%	+$68.6K	0.01%	1064
2023 Q3	$554K	Buy	21,716 +1,580	+8%	+$42.9K	0.01%	1084
2023 Q2	$534K	Buy	20,136 +1,360	+7%	+$36.2K	0.01%	1124
2023 Q1	$503K	Buy	18,776 +541	+3%	+$14.4K	0.01%	1133
2022 Q4	$466K	Buy	18,235 +480	+3%	+$11.8K	0.01%	1117
2022 Q3	$400K	Buy	17,755 +231	+1%	+$5.96K	0.01%	1149
2022 Q2	$456K	Buy	17,524 +5,778	+49%	+$166K	0.01%	1017
2022 Q1	$360K	Buy	+11,746	New	+$356K	0.01%	1233

Other funds holding FPA

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

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

Atria Wealth Solutions sold out of First Trust Asia Pacific ex-Japan AlphaDEX Fund (FPA) in Q2 2025, closing a stake of 30,309 shares — an estimated $861K sold.

Atria Wealth Solutions first reported a position in FPA in Q1 2022 and held it in 13 quarters. The position peaked at $861K in Q1 2025. 15 funds tracked by Wall St. Rank hold FPA as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Asia Pacific ex-Japan AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 30,309 First Trust Asia Pacific ex-Japan AlphaDEX Fund shares in Q2 2025, an estimated $861K.
Atria Wealth Solutions first reported a position in First Trust Asia Pacific ex-Japan AlphaDEX Fund in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's First Trust Asia Pacific ex-Japan AlphaDEX Fund position peaked at $861K in Q1 2025.
15 funds tracked by Wall St. Rank held First Trust Asia Pacific ex-Japan AlphaDEX Fund as of Q2 2025.

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