Advyzon Investment Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Advyzon Investment Management’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
2026 Q1	$1.37M	Buy	8,595 +485	+6%	+$80.4K	0.12%	169
2025 Q4	$1.31M	Buy	8,110 +6,602	+438%	+$1.07M	0.15%	148
2025 Q3	$242K	Buy	+1,508	New	+$231K	0.04%	375

Other funds holding FAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advyzon Investment Management's FAD Position: Q1 2026 in Review

Advyzon Investment Management increased its First Trust Multi Cap Growth AlphaDEX Fund (FAD) stake by 6% in Q1 2026, buying an estimated $80.4K and bringing the position to 8,595 shares worth $1.37M. The position accounts for 0.12% of the portfolio, ranked #169.

Advyzon Investment Management first reported a position in FAD in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold FAD as of Q1 2026.

Advyzon Investment Management held 8,595 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $1.37M as of Q1 2026.
Advyzon Investment Management bought 485 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $80.4K.
First Trust Multi Cap Growth AlphaDEX Fund made up 0.12% of Advyzon Investment Management's portfolio in Q1 2026, its #169 holding.
Advyzon Investment Management first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
99 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.