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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.09M Sell
27,825
-28,337
-50% -$4.16M ﹤0.01% 855
2025
Q1
$7.27M Buy
56,162
+52,123
+1,290% +$6.74M 0.01% 587
2024
Q4
$558K Buy
+4,039
New +$558K ﹤0.01% 2116