Bellwether Investment Group’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $368K | Buy |
5,615
+746
| +15% | +$48.9K | 1.48% | 21 |
|
|
2017
Q3 | $300K | Sell |
4,869
-91
| -2% | -$5.61K | 1.41% | 29 |
|
|
2017
Q2 | $289K | Sell |
4,960
-70
| -1% | -$4.08K | 1.34% | 33 |
|
|
2017
Q1 | $283K | Sell |
5,030
-52
| -1% | -$2.93K | 0.75% | 31 |
|
|
2016
Q4 | $266K | Buy |
+5,082
| New | +$266K | 0.24% | 107 |
|
|
2016
Q2 | $212K | Buy |
+4,138
| New | +$212K | 0.23% | 118 |
|