Anchor Investment Management’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

Anchor Investment Management’s Portfolio FAB Stock Details FAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.1K	Buy	+350	New	+$33.2K	﹤0.01%	658

Other funds holding FAB

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Anchor Investment Management's FAB Position: Q1 2026 in Review

Anchor Investment Management opened a new position in First Trust Multi Cap Value AlphaDEX Fund (FAB) in Q1 2026: 350 shares worth $33.1K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

68 funds tracked by Wall St. Rank hold FAB as of Q1 2026.

Anchor Investment Management held 350 shares of First Trust Multi Cap Value AlphaDEX Fund worth $33.1K as of Q1 2026.
First Trust Multi Cap Value AlphaDEX Fund was a new Anchor Investment Management position in Q1 2026.
First Trust Multi Cap Value AlphaDEX Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #658 holding.
68 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.