Concurrent Investment Advisors
FAD icon

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

Concurrent Investment Advisors’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
Q3 		$261K Buy
+1,440
New +$268K ﹤0.01% 1971

Other funds holding FAD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Dahring Cusmano
Dahring Cusmano Novi, Michigan $217M AUM 9.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Plotkin Financial Advisors
Plotkin Financial Advisors Chevy Chase, Maryland $239M AUM 26.15% 1-Year Est. Return

Concurrent Investment Advisors's FAD Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q3 2026: 1,440 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings.

98 funds tracked by Wall St. Rank hold FAD as of Q3 2026.

  • Concurrent Investment Advisors held 1,440 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $261K as of Q3 2026.
  • First Trust Multi Cap Growth AlphaDEX Fund was a new Concurrent Investment Advisors position in Q3 2026.
  • First Trust Multi Cap Growth AlphaDEX Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1971 holding.
  • 98 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.