IFG Advisory’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
2026
Q2
$305K Buy
+1,525
New +$277K 0.01% 744
2026
Q1
Sell
-1,310
Closed -$212K 488
2025
Q4
$212K Hold
1,310
0.01% 721
2025
Q3
$210K Buy
+1,310
New +$200K 0.01% 740

Other funds holding FAD

IFG Advisory's FAD Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2026: 1,525 shares worth $305K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FAD as recently as Q4 2025.

IFG Advisory first reported a position in FAD in Q3 2025 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold FAD as of Q2 2026.

  • IFG Advisory held 1,525 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $305K as of Q2 2026.
  • First Trust Multi Cap Growth AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
  • First Trust Multi Cap Growth AlphaDEX Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #744 holding.
  • IFG Advisory first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.