Atria Wealth Solutions’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$335K	Buy	4,214 +409	+11%	+$29.4K	0.01%	1104
2025 Q1	$262K	Buy	3,805 +706	+23%	+$53.3K	﹤0.01%	1555
2024 Q4	$240K	Buy	+3,099	New	+$244K	﹤0.01%	1697
2024 Q1	–	Sell	-4,632	Closed	-$291K	–	2001
2023 Q4	$291K	Hold	4,632	–	–	﹤0.01%	1524
2023 Q3	$261K	Sell	4,632 -14,748	-76%	-$886K	﹤0.01%	1513
2023 Q2	$1.17M	Buy	19,380 +14,258	+278%	+$820K	0.02%	781
2023 Q1	$296K	Buy	5,122 +1	+0%	+$59	﹤0.01%	1428
2022 Q4	$283K	Sell	5,121 -10,828	-68%	-$617K	﹤0.01%	1399
2022 Q3	$859K	Buy	15,949 +582	+4%	+$34.2K	0.01%	772
2022 Q2	$832K	Sell	15,367 -459	-3%	-$27.4K	0.02%	772
2022 Q1	$1.08M	Buy	+15,826	New	+$1.06M	0.02%	699

Other funds holding FYC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Atria Wealth Solutions increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 11% in Q2 2025, buying an estimated $29.4K and bringing the position to 4,214 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1104.

Atria Wealth Solutions first reported a position in FYC in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.17M in Q2 2023. 105 funds tracked by Wall St. Rank hold FYC as of Q2 2025.

Atria Wealth Solutions held 4,214 shares of First Trust Small Cap Growth AlphaDEX Fund worth $335K as of Q2 2025.
Atria Wealth Solutions bought 409 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $29.4K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1104 holding.
Atria Wealth Solutions first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.17M in Q2 2023.
105 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2025.

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