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Calton & Associates’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Calton & Associates’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
-73
Closed -$5K – 633
2017
Q4 		$5K Buy
+73
New +$4.67K ﹤0.01% 1242

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

Calton & Associates's FAD Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2018, closing a stake of 73 shares — an estimated $5K sold.

Calton & Associates first reported a position in FAD in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 37 funds tracked by Wall St. Rank hold FAD as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 73 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $5K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.