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Crosspoint Capital Strategies’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-845
Closed -$41K – 338
2015
Q4 		$41K Buy
+845
New +$42.1K 0.01% 470

Other funds holding FAD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crosspoint Capital Strategies's FAD Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2016, closing a stake of 845 shares — an estimated $41K sold.

Crosspoint Capital Strategies first reported a position in FAD in Q4 2015 and held it in 1 quarter. The position peaked at $41K in Q4 2015. 29 funds tracked by Wall St. Rank hold FAD as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 845 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2016, an estimated $41K.
  • Crosspoint Capital Strategies first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $41K in Q4 2015.
  • 29 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.