GWP
Gateway Wealth Partners’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
2,401
-21
| -0.9% | -$3.08K | 0.07% | 252 |
|
|
2025
Q1 | $313K | Sell |
2,422
-273
| -10% | -$35.3K | 0.07% | 244 |
|
|
2024
Q4 | $372K | Buy |
2,695
+302
| +13% | +$41.7K | 0.1% | 198 |
|
|
2024
Q3 | $320K | Buy |
2,393
+33
| +1% | +$4.41K | 0.09% | 204 |
|
|
2024
Q2 | $291K | Buy |
2,360
+114
| +5% | +$14K | 0.09% | 207 |
|
|
2024
Q1 | $280K | Sell |
2,246
-55
| -2% | -$6.85K | 0.1% | 178 |
|
|
2023
Q4 | $258K | Sell |
2,301
-43
| -2% | -$4.83K | 0.1% | 176 |
|
|
2023
Q3 | $235K | Hold |
2,344
| – | – | 0.04% | 225 |
|
|
2023
Q2 | $247K | Hold |
2,344
| – | – | 0.04% | 203 |
|
|
2023
Q1 | $230K | Hold |
2,344
| – | – | 0.04% | 196 |
|
|
2022
Q4 | $222K | Buy |
+2,344
| New | +$222K | 0.04% | 181 |
|