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Centaurus Financial’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-70
Closed -$5K – 1016
2018
Q2 		$5K Buy
+70
New +$4.94K ﹤0.01% 1781

Other funds holding FAD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Centaurus Financial's FAD Position: Q3 2018 in Review

Centaurus Financial sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q3 2018, closing a stake of 70 shares — an estimated $5K sold.

Centaurus Financial first reported a position in FAD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 44 funds tracked by Wall St. Rank hold FAD as of Q3 2018.

  • Centaurus Financial reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 70 First Trust Multi Cap Growth AlphaDEX Fund shares in Q3 2018, an estimated $5K.
  • Centaurus Financial first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $5K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.