Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Cetera Investment Advisers’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 		$3.67M Buy
18,329
+4,269
+30% +$776K ﹤0.01% 1838
2026
Q1 		$2.23M Buy
14,060
+2,837
+25% +$470K ﹤0.01% 2190
2025
Q4 		$1.82M Buy
11,223
+1,220
+12% +$197K ﹤0.01% 2294
2025
Q3 		$1.61M Buy
10,003
+1,231
+14% +$188K ﹤0.01% 2358
2025
Q2 		$1.29M Buy
8,772
+848
+11% +$114K ﹤0.01% 2166
2025
Q1 		$1.03M Sell
7,924
-2,737
-26% -$380K ﹤0.01% 2240
2024
Q4 		$1.47M Sell
10,661
-486
-4% -$68.5K ﹤0.01% 1884
2024
Q3 		$1.49M Buy
11,147
+298
+3% +$37.7K ﹤0.01% 1818
2024
Q2 		$1.34M Buy
10,849
+342
+3% +$41.5K ﹤0.01% 1859
2024
Q1 		$1.31M Buy
+10,507
New +$1.23M ﹤0.01% 1868
2022
Q2 		– Sell
-6,939
Closed -$779K – 1865
2022
Q1 		$779K Sell
6,939
-200
-3% -$22.2K 0.01% 908
2021
Q4 		$897K Sell
7,139
-1,750
-20% -$218K 0.01% 854
2021
Q3 		$1.05M Sell
8,889
-10
-0.1% -$1.21K 0.02% 751
2021
Q2 		$1.06M Sell
8,899
-300
-3% -$33.8K 0.02% 750
2021
Q1 		$996K Hold
9,199
– – 0.02% 676
2020
Q4 		$954K Buy
+9,199
New +$873K 0.02% 682

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Cetera Investment Advisers's FAD Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Multi Cap Growth AlphaDEX Fund (FAD) stake by 30% in Q2 2026, buying an estimated $776K and bringing the position to 18,329 shares worth $3.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Cetera Investment Advisers first reported a position in FAD in Q4 2020 and has held it in 16 quarters since. 111 funds tracked by Wall St. Rank hold FAD as of Q2 2026.

  • Cetera Investment Advisers held 18,329 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $3.67M as of Q2 2026.
  • Cetera Investment Advisers bought 4,269 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $776K.
  • First Trust Multi Cap Growth AlphaDEX Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1838 holding.
  • Cetera Investment Advisers first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 16 quarters since.
  • 111 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.