1IA
FAD icon

1834 Investment Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

1834 Investment Advisors’s Portfolio FAD Stock Details FAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-460
Closed -$30K – 452
2017
Q4 		$30K Buy
+460
New +$29.5K ﹤0.01% 329

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

1834 Investment Advisors's FAD Position: Q1 2018 in Review

1834 Investment Advisors sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2018, closing a stake of 460 shares — an estimated $30K sold.

1834 Investment Advisors first reported a position in FAD in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 37 funds tracked by Wall St. Rank hold FAD as of Q1 2018.

  • 1834 Investment Advisors reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 460 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $30K.
  • 1834 Investment Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • 1834 Investment Advisors's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $30K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2018.

Based on 1834 Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.