Atria Wealth Solutions’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
4,214
+409
| +11% | +$32.6K | 0.01% | 1103 |
|
|
2025
Q1 | $262K | Buy |
3,805
+706
| +23% | +$48.6K | ﹤0.01% | 1546 |
|
|
2024
Q4 | $240K | Buy |
+3,099
| New | +$240K | ﹤0.01% | 1670 |
|
|
2024
Q1 | – | Sell |
-4,632
| Closed | -$291K | – | 1986 |
|
|
2023
Q4 | $291K | Hold |
4,632
| – | – | ﹤0.01% | 1513 |
|
|
2023
Q3 | $261K | Sell |
4,632
-14,748
| -76% | -$831K | ﹤0.01% | 1505 |
|
|
2023
Q2 | $1.17M | Buy |
19,380
+14,258
| +278% | +$858K | 0.02% | 778 |
|
|
2023
Q1 | $296K | Buy |
5,122
+1
| +0% | +$58 | ﹤0.01% | 1422 |
|
|
2022
Q4 | $283K | Sell |
5,121
-10,828
| -68% | -$599K | ﹤0.01% | 1391 |
|
|
2022
Q3 | $859K | Buy |
15,949
+582
| +4% | +$31.4K | 0.01% | 769 |
|
|
2022
Q2 | $832K | Sell |
15,367
-459
| -3% | -$24.9K | 0.02% | 749 |
|
|
2022
Q1 | $1.08M | Buy |
+15,826
| New | +$1.08M | 0.02% | 699 |
|