Atria Wealth Solutions’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$631K	Buy	4,013 +750	+23%	+$106K	0.01%	819
2025 Q1	$432K	Sell	3,263 -770	-19%	-$114K	0.01%	1266
2024 Q4	$599K	Sell	4,033 -1,633	-29%	-$241K	0.01%	1174
2024 Q3	$786K	Buy	5,666 +254	+5%	+$34.1K	0.01%	1021
2024 Q2	$737K	Sell	5,412 -3,002	-36%	-$396K	0.01%	1032
2024 Q1	$1.13M	Sell	8,414 -390	-4%	-$51.7K	0.01%	858
2023 Q4	$1.13M	Buy	8,804 +92	+1%	+$10.7K	0.01%	813
2023 Q3	$968K	Sell	8,712 -2,934	-25%	-$335K	0.01%	825
2023 Q2	$1.34M	Buy	11,646 +1,365	+13%	+$143K	0.02%	722
2023 Q1	$1.08M	Buy	10,281 +3,333	+48%	+$336K	0.02%	762
2022 Q4	$636K	Sell	6,948 -186	-3%	-$17.2K	0.01%	966
2022 Q3	$619K	Sell	7,134 -6,026	-46%	-$596K	0.01%	918
2022 Q2	$1.24M	Buy	13,160 +281	+2%	+$29K	0.02%	616
2022 Q1	$1.5M	Buy	+12,879	New	+$1.5M	0.02%	575

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

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

Atria Wealth Solutions increased its First Trust Technology AlphaDEX Fund (FXL) stake by 23% in Q2 2025, buying an estimated $106K and bringing the position to 4,013 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #819.

Atria Wealth Solutions first reported a position in FXL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.5M in Q1 2022. 254 funds tracked by Wall St. Rank hold FXL as of Q2 2025.

Atria Wealth Solutions held 4,013 shares of First Trust Technology AlphaDEX Fund worth $631K as of Q2 2025.
Atria Wealth Solutions bought 750 First Trust Technology AlphaDEX Fund shares in Q2 2025, an estimated $106K.
First Trust Technology AlphaDEX Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #819 holding.
Atria Wealth Solutions first reported a position in First Trust Technology AlphaDEX Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Technology AlphaDEX Fund position peaked at $1.5M in Q1 2022.
254 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2025.

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