Atria Wealth Solutions’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$672K	Sell	12,920 -164	-1%	-$7.88K	0.02%	801
2025 Q1	$651K	Sell	13,084 -8,050	-38%	-$428K	0.01%	1068
2024 Q4	$1.16M	Buy	21,134 +3,747	+22%	+$212K	0.01%	872
2024 Q3	$966K	Buy	17,387 +566	+3%	+$30.9K	0.01%	928
2024 Q2	$870K	Sell	16,821 -12,963	-44%	-$677K	0.01%	952
2024 Q1	$1.62M	Sell	29,784 -1,401	-4%	-$73.5K	0.02%	702
2023 Q4	$1.7M	Buy	31,185 +5,536	+22%	+$268K	0.02%	661
2023 Q3	$1.2M	Buy	25,649 +6,230	+32%	+$302K	0.02%	732
2023 Q2	$895K	Sell	19,419 -3,385	-15%	-$150K	0.01%	884
2023 Q1	$1.04M	Sell	22,804 -5,718	-20%	-$276K	0.02%	783
2022 Q4	$1.28M	Sell	28,522 -15,543	-35%	-$702K	0.02%	652
2022 Q3	$1.79M	Sell	44,065 -2,930	-6%	-$136K	0.03%	525
2022 Q2	$2.07M	Sell	46,995 -9,676	-17%	-$464K	0.04%	433
2022 Q1	$2.9M	Buy	+56,671	New	+$2.93M	0.05%	382

Other funds holding FYT

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

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Atria Wealth Solutions reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 1.3% in Q2 2025, selling an estimated $7.88K and leaving 12,920 shares worth $672K. The position accounts for 0.02% of the portfolio, ranked #801.

Atria Wealth Solutions first reported a position in FYT in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.9M in Q1 2022. 65 funds tracked by Wall St. Rank hold FYT as of Q2 2025.

Atria Wealth Solutions held 12,920 shares of First Trust Small Cap Value AlphaDEX Fund worth $672K as of Q2 2025.
Atria Wealth Solutions sold 164 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2025, an estimated $7.88K.
First Trust Small Cap Value AlphaDEX Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #801 holding.
Atria Wealth Solutions first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.9M in Q1 2022.
65 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2025.

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