Golden State Wealth 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
Q3 | $830K | Sell |
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|
2025
Q2 | $760K | Hold |
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|
2025
Q1 | $670K | Hold |
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|
2024
Q4 | $715K | Buy |
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|
2022
Q1 | $923K | Hold |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $976K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $969K | Sell |
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|
2020
Q4 | $932K | Hold |
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|
2020
Q3 | $773K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $627K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $979K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $981K | Buy |
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