IWP
FAD icon

Icon Wealth Partners’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-7
Closed -$1K – 356
2019
Q1 		$1K Buy
+7
New +$479 ﹤0.01% 860

Other funds holding FAD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Icon Wealth Partners's FAD Position: Q2 2019 in Review

Icon Wealth Partners sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in FAD in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 42 funds tracked by Wall St. Rank hold FAD as of Q2 2019.

  • Icon Wealth Partners reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 7 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2019, an estimated $1K.
  • Icon Wealth Partners first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $1K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.