Atria Wealth Solutions’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $261K | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $859K | Buy |
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|
2022
Q2 | $832K | Sell |
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|
2022
Q1 | $1.08M | Buy |
|