Atria Wealth Solutions’s First Trust Large Cap Value AlphaDEX Fund FTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
2,766
-18,663
| -87% | -$1.47M | ﹤0.01% | 1344 |
|
|
2025
Q1 | $1.64M | Sell |
21,429
-10,594
| -33% | -$813K | 0.02% | 700 |
|
|
2024
Q4 | $2.45M | Sell |
32,023
-20,595
| -39% | -$1.57M | 0.03% | 570 |
|
|
2024
Q3 | $4.16M | Buy |
52,618
+422
| +0.8% | +$33.4K | 0.05% | 390 |
|
|
2024
Q2 | $3.84M | Buy |
52,196
+2,890
| +6% | +$213K | 0.04% | 404 |
|
|
2024
Q1 | $3.77M | Sell |
49,306
-3,829
| -7% | -$292K | 0.04% | 418 |
|
|
2023
Q4 | $3.76M | Buy |
53,135
+236
| +0.4% | +$16.7K | 0.05% | 382 |
|
|
2023
Q3 | $3.43M | Sell |
52,899
-8,964
| -14% | -$581K | 0.05% | 398 |
|
|
2023
Q2 | $4.13M | Buy |
61,863
+5,639
| +10% | +$376K | 0.06% | 340 |
|
|
2023
Q1 | $3.73M | Sell |
56,224
-4,669
| -8% | -$310K | 0.06% | 343 |
|
|
2022
Q4 | $4.01M | Sell |
60,893
-8,311
| -12% | -$547K | 0.06% | 301 |
|
|
2022
Q3 | $3.99M | Buy |
69,204
+10,484
| +18% | +$605K | 0.07% | 281 |
|
|
2022
Q2 | $3.65M | Sell |
58,720
-6,779
| -10% | -$421K | 0.07% | 282 |
|
|
2022
Q1 | $4.62M | Buy |
+65,499
| New | +$4.62M | 0.08% | 270 |
|