Creative Financial Designs’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Creative Financial Designs’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	$48.3K	Buy	+304	New	+$50.4K	﹤0.01%	909

Other funds holding FAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Financial Designs's FAD Position: Q1 2026 in Review

Creative Financial Designs opened a new position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2026: 304 shares worth $48.3K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings.

99 funds tracked by Wall St. Rank hold FAD as of Q1 2026.

Creative Financial Designs held 304 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $48.3K as of Q1 2026.
First Trust Multi Cap Growth AlphaDEX Fund was a new Creative Financial Designs position in Q1 2026.
First Trust Multi Cap Growth AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #909 holding.
99 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.