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Gallagher Benefit Services’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Gallagher Benefit Services’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
Goldman Sachs New York $1.15T AUM 47.82% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Gallagher Benefit Services's FAD Position: Q4 2022 in Review

Gallagher Benefit Services 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.

  • Gallagher Benefit Services 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 Gallagher Benefit Services position in Q4 2022.
  • First Trust Multi Cap Growth AlphaDEX Fund made up 0.71% of Gallagher Benefit Services'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 Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.