APA
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American Portfolios Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

American Portfolios 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
2022
Q3 		$4.48K Hold
50
– – ﹤0.01% 2866
2022
Q2 		$4.58K Hold
50
– – ﹤0.01% 2855
2022
Q1 		$5.61K Buy
+50
New +$5.55K ﹤0.01% 2905

Other funds holding FAD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Portfolios Advisors's FAD Position: Q3 2022 in Review

American Portfolios Advisors held its First Trust Multi Cap Growth AlphaDEX Fund (FAD) position steady in Q3 2022 at 50 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

American Portfolios Advisors first reported a position in FAD in Q1 2022 and has held it in 3 quarters since. The position peaked at $5.61K in Q1 2022. 45 funds tracked by Wall St. Rank hold FAD as of Q3 2022.

  • American Portfolios Advisors held 50 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $4.48K as of Q3 2022.
  • American Portfolios Advisors left its First Trust Multi Cap Growth AlphaDEX Fund share count unchanged in Q3 2022.
  • First Trust Multi Cap Growth AlphaDEX Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2866 holding.
  • American Portfolios Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $5.61K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.