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Atria Wealth Solutions’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Atria Wealth Solutions’s Portfolio FTC Stock Details FTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,304
Closed -$303K – 1620
2025
Q1 		$303K Sell
2,304
-3,200
-58% -$449K ﹤0.01% 1459
2024
Q4 		$761K Sell
5,504
-9,455
-63% -$1.32M 0.01% 1040
2024
Q3 		$1.97M Sell
14,959
-13,601
-48% -$1.69M 0.02% 643
2024
Q2 		$3.5M Buy
28,560
+1,255
+5% +$151K 0.04% 437
2024
Q1 		$3.37M Sell
27,305
-6,457
-19% -$750K 0.04% 461
2023
Q4 		$3.7M Sell
33,762
-5,633
-14% -$569K 0.05% 393
2023
Q3 		$3.81M Sell
39,395
-29,777
-43% -$3M 0.05% 359
2023
Q2 		$7.01M Sell
69,172
-49,205
-42% -$4.65M 0.1% 208
2023
Q1 		$11M Buy
118,377
+3,313
+3% +$308K 0.16% 135
2022
Q4 		$10.5M Sell
115,064
-5,287
-4% -$490K 0.17% 136
2022
Q3 		$10.3M Buy
120,351
+38,206
+47% +$3.58M 0.18% 122
2022
Q2 		$7.24M Sell
82,145
-1,225
-1% -$117K 0.14% 159
2022
Q1 		$8.9M Buy
+83,370
New +$8.8M 0.15% 149

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Atria Wealth Solutions sold out of First Trust Large Cap Growth AlphaDEX Fund (FTC) in Q2 2025, closing a stake of 2,304 shares — an estimated $303K sold.

Atria Wealth Solutions first reported a position in FTC in Q1 2022 and held it in 13 quarters. The position peaked at $11M in Q1 2023. 198 funds tracked by Wall St. Rank hold FTC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining First Trust Large Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,304 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $303K.
  • Atria Wealth Solutions first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's First Trust Large Cap Growth AlphaDEX Fund position peaked at $11M in Q1 2023.
  • 198 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2025.

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