Atria Wealth Solutions’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,404	Closed	-$217K	–	1626
2025 Q1	$217K	Sell	2,404 -38	-2%	-$3.73K	﹤0.01%	1674
2024 Q4	$247K	Sell	2,442 -1	-0%	-$103	﹤0.01%	1675
2024 Q3	$243K	Sell	2,443 -107	-4%	-$10.3K	﹤0.01%	1646
2024 Q2	$231K	Sell	2,550 -285	-10%	-$25.8K	﹤0.01%	1672
2024 Q1	$264K	Sell	2,835 -86	-3%	-$7.7K	﹤0.01%	1641
2023 Q4	$267K	Sell	2,921 -16,579	-85%	-$1.36M	﹤0.01%	1577
2023 Q3	$1.57M	Sell	19,500 -3,554	-15%	-$300K	0.02%	636
2023 Q2	$1.9M	Sell	23,054 -554	-2%	-$43.8K	0.03%	585
2023 Q1	$1.9M	Sell	23,608 -2,536	-10%	-$212K	0.03%	557
2022 Q4	$2.05M	Sell	26,144 -9,361	-26%	-$745K	0.03%	507
2022 Q3	$2.58M	Sell	35,505 -150	-0.4%	-$12.2K	0.04%	392
2022 Q2	$2.73M	Sell	35,655 -2,347	-6%	-$196K	0.05%	364
2022 Q1	$3.48M	Buy	+38,002	New	+$3.48M	0.06%	327

Other funds holding FYX

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Atria Wealth Solutions sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2025, closing a stake of 2,404 shares — an estimated $217K sold.

Atria Wealth Solutions first reported a position in FYX in Q1 2022 and held it in 13 quarters. The position peaked at $3.48M in Q1 2022. 159 funds tracked by Wall St. Rank hold FYX as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 2,404 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2025, an estimated $217K.
Atria Wealth Solutions first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's First Trust Small Cap Core AlphaDEX Fund position peaked at $3.48M in Q1 2022.
159 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2025.

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