AWS
FYT icon

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return