Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $937K | Buy |
+6,383
| New | +$937K | 0.1% | 156 |
|
|
2021
Q2 | – | Sell |
-114
| Closed | -$12K | – | 373 |
|
|
2021
Q1 | $12K | Buy |
+114
| New | +$12K | ﹤0.01% | 570 |
|
|
2020
Q2 | $9K | Hold |
114
| – | – | ﹤0.01% | 566 |
|
|
2020
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 580 |
|
|
2019
Q4 | $9K | Hold |
114
| – | – | ﹤0.01% | 597 |
|
|
2019
Q3 | $8K | Buy |
114
+1
| +0.9% | +$70 | ﹤0.01% | 619 |
|
|
2019
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 614 |
|
|
2019
Q1 | $8K | Hold |
113
| – | – | ﹤0.01% | 576 |
|
|
2018
Q4 | $7K | Hold |
113
| – | – | ﹤0.01% | 585 |
|
|
2018
Q3 | $9K | Hold |
113
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $8K | Buy |
+113
| New | +$8K | ﹤0.01% | 573 |
|