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Clearstead Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Clearstead Advisors’s Portfolio FAD Stock Details FAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$240K Hold
1,633
– – ﹤0.01% 838
2025
Q1 		$211K Hold
1,633
– – ﹤0.01% 815
2024
Q4 		$226K Hold
1,633
– – ﹤0.01% 818
2024
Q3 		$218K Sell
1,633
-375
-19% -$50.1K ﹤0.01% 830
2024
Q2 		$247K Buy
+2,008
New +$247K ﹤0.01% 748