Flaharty Asset Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Sell |
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|
2025
Q1 | $148K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $153K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $140K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $368K | Sell |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $768K | Sell |
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|
2021
Q2 | $1.1M | Sell |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $2M | Buy |
|