F3Logic’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

F3Logic’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
2022 Q4	$3.39M	Buy	+35,744	New	+$3.45M	0.71%	25

Other funds holding FAD

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

GBS

Gallagher Benefit Services Rolling Meadows, Illinois $476M AUM

F3Logic's FAD Position: Q4 2022 in Review

F3Logic opened a new position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q4 2022: 35,744 shares worth $3.39M. The stake represents 0.71% of the portfolio and ranks #25 among its holdings.

57 funds tracked by Wall St. Rank hold FAD as of Q4 2022.

F3Logic held 35,744 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $3.39M as of Q4 2022.
First Trust Multi Cap Growth AlphaDEX Fund was a new F3Logic position in Q4 2022.
First Trust Multi Cap Growth AlphaDEX Fund made up 0.71% of F3Logic's portfolio in Q4 2022, its #25 holding.
57 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q4 2022.

Based on F3Logic's 13F filing for Q4 2022, filed 14 Feb 2023.