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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers's FAD Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Multi Cap Growth AlphaDEX Fund (FAD) stake by 25% in Q1 2026, buying an estimated $470K and bringing the position to 14,060 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Cetera Investment Advisers first reported a position in FAD in Q4 2020 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold FAD as of Q1 2026.

  • Cetera Investment Advisers held 14,060 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $2.23M as of Q1 2026.
  • Cetera Investment Advisers bought 2,837 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $470K.
  • First Trust Multi Cap Growth AlphaDEX Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2190 holding.
  • Cetera Investment Advisers first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2020 and has held it in 15 quarters since.
  • 99 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.