Cambridge Investment Research Advisors
FAD icon

Cambridge Investment Research Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$5.86M Buy
29,310
+5,759
+24% +$1.05M 0.01% 942
2026
Q1 		$3.74M Buy
23,551
+11,028
+88% +$1.83M 0.01% 1133
2025
Q4 		$2.03M Buy
12,523
+1,772
+16% +$286K 0.01% 1511
2025
Q3 		$1.73M Buy
10,751
+795
+8% +$122K ﹤0.01% 1614
2025
Q2 		$1.46M Sell
9,956
-37
-0.4% -$4.97K ﹤0.01% 1673
2025
Q1 		$1.29M Buy
9,993
+2,945
+42% +$409K ﹤0.01% 1658
2024
Q4 		$974K Buy
7,048
+1,760
+33% +$248K ﹤0.01% 1899
2024
Q3 		$706K Buy
5,288
+13
+0.2% +$1.65K ﹤0.01% 2132
2024
Q2 		$649K Sell
5,275
-246
-4% -$29.8K ﹤0.01% 2082
2024
Q1 		$688K Buy
5,521
+283
+5% +$33K ﹤0.01% 2003
2023
Q4 		$588K Sell
5,238
-83
-2% -$8.52K ﹤0.01% 2061
2023
Q3 		$533K Sell
5,321
-420
-7% -$44K ﹤0.01% 2030
2023
Q2 		$606K Sell
5,741
-144
-2% -$14.2K ﹤0.01% 1983
2023
Q1 		$576K Sell
5,885
-264
-4% -$25.9K ﹤0.01% 1989
2022
Q4 		$583K Sell
6,149
-2,832
-32% -$274K ﹤0.01% 1902
2022
Q3 		$805K Sell
8,981
-2,097
-19% -$206K ﹤0.01% 1624
2022
Q2 		$1.01M Buy
11,078
+1,999
+22% +$201K 0.01% 1476
2022
Q1 		$1.02M Sell
9,079
-2,993
-25% -$332K ﹤0.01% 1565
2021
Q4 		$1.52M Buy
12,072
+3,441
+40% +$428K 0.01% 1311
2021
Q3 		$1.02M Sell
8,631
-881
-9% -$106K 0.01% 1503
2021
Q2 		$1.14M Sell
9,512
-846
-8% -$95.3K 0.01% 1447
2021
Q1 		$1.12M Buy
10,358
+469
+5% +$51.6K 0.01% 1354
2020
Q4 		$1.03M Sell
9,889
-248
-2% -$23.5K 0.01% 1288
2020
Q3 		$872K Sell
10,137
-909
-8% -$76.1K 0.01% 1266
2020
Q2 		$861K Sell
11,046
-1,024
-8% -$72.7K 0.01% 1212
2020
Q1 		$730K Buy
12,070
+643
+6% +$47.2K 0.01% 1144
2019
Q4 		$883K Sell
11,427
-12,567
-52% -$941K 0.01% 1225
2019
Q3 		$1.76M Buy
23,994
+1,247
+5% +$93.4K 0.02% 808
2019
Q2 		$1.7M Buy
22,747
+896
+4% +$65.1K 0.02% 783
2019
Q1 		$1.57M Buy
21,851
+10,701
+96% +$732K 0.02% 817
2018
Q4 		$683K Buy
11,150
+500
+5% +$33.6K 0.01% 1140
2018
Q3 		$819K Buy
10,650
+4,599
+76% +$346K 0.01% 1148
2018
Q2 		$437K Buy
+6,051
New +$427K ﹤0.01% 1474

Other funds holding FAD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SFGM
Stonebridge Financial Group (Missouri) St. Louis, Missouri $151M AUM

Cambridge Investment Research Advisors's FAD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Multi Cap Growth AlphaDEX Fund (FAD) stake by 24% in Q2 2026, buying an estimated $1.05M and bringing the position to 29,310 shares worth $5.86M. The position accounts for 0.01% of the portfolio, ranked #942.

Cambridge Investment Research Advisors first reported a position in FAD in Q2 2018 and has held it in 33 quarters since. 41 funds tracked by Wall St. Rank hold FAD as of Q2 2026.

  • Cambridge Investment Research Advisors held 29,310 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $5.86M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,759 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.05M.
  • First Trust Multi Cap Growth AlphaDEX Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #942 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2018 and has held it in 33 quarters since.
  • 41 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.