Atria Wealth Solutions’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
12,920
-164
| -1% | -$8.53K | 0.02% | 800 |
|
|
2025
Q1 | $651K | Sell |
13,084
-8,050
| -38% | -$400K | 0.01% | 1061 |
|
|
2024
Q4 | $1.16M | Buy |
21,134
+3,747
| +22% | +$206K | 0.01% | 866 |
|
|
2024
Q3 | $966K | Buy |
17,387
+566
| +3% | +$31.4K | 0.01% | 921 |
|
|
2024
Q2 | $870K | Sell |
16,821
-12,963
| -44% | -$671K | 0.01% | 945 |
|
|
2024
Q1 | $1.62M | Sell |
29,784
-1,401
| -4% | -$76.1K | 0.02% | 700 |
|
|
2023
Q4 | $1.7M | Buy |
31,185
+5,536
| +22% | +$301K | 0.02% | 656 |
|
|
2023
Q3 | $1.2M | Buy |
25,649
+6,230
| +32% | +$293K | 0.02% | 729 |
|
|
2023
Q2 | $895K | Sell |
19,419
-3,385
| -15% | -$156K | 0.01% | 881 |
|
|
2023
Q1 | $1.04M | Sell |
22,804
-5,718
| -20% | -$261K | 0.02% | 782 |
|
|
2022
Q4 | $1.28M | Sell |
28,522
-15,543
| -35% | -$700K | 0.02% | 650 |
|
|
2022
Q3 | $1.79M | Sell |
44,065
-2,930
| -6% | -$119K | 0.03% | 522 |
|
|
2022
Q2 | $2.07M | Sell |
46,995
-9,676
| -17% | -$426K | 0.04% | 417 |
|
|
2022
Q1 | $2.9M | Buy |
+56,671
| New | +$2.9M | 0.05% | 382 |
|