Ground Swell Capital’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
2014
Q3
$26K Buy
573
+523
+1,046% +$24.3K 0.05% 421
2014
Q2
$2K Buy
+50
New +$2.26K ﹤0.01% 1481

Other funds holding FAD

Ground Swell Capital's FAD Position: Q3 2014 in Review

Ground Swell Capital increased its First Trust Multi Cap Growth AlphaDEX Fund (FAD) stake by 1,046% in Q3 2014, buying an estimated $24.3K and bringing the position to 573 shares worth $26K. The position accounts for 0.05% of the portfolio, ranked #421.

Ground Swell Capital first reported a position in FAD in Q2 2014 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold FAD as of Q3 2014.

  • Ground Swell Capital held 573 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $26K as of Q3 2014.
  • Ground Swell Capital bought 523 First Trust Multi Cap Growth AlphaDEX Fund shares in Q3 2014, an estimated $24.3K.
  • First Trust Multi Cap Growth AlphaDEX Fund made up 0.05% of Ground Swell Capital's portfolio in Q3 2014, its #421 holding.
  • Ground Swell Capital first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2014 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.