IHT Wealth Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-144	Closed	-$9K	–	732
2018 Q1	$9K	Hold	144	–	–	﹤0.01%	1213
2017 Q4	$10K	Hold	144	–	–	﹤0.01%	1190
2017 Q3	$9K	Buy	144 +19	+15%	+$1.13K	﹤0.01%	982
2017 Q2	$6	Hold	125	–	–	﹤0.01%	1063
2017 Q1	$2K	Sell	125 -19	-13%	-$1.04K	﹤0.01%	1073
2016 Q4	$8K	Buy	+144	New	+$7.47K	0.01%	835

Other funds holding FAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFWM

Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IHT Wealth Management's FAD Position: Q2 2018 in Review

IHT Wealth Management sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2018, closing a stake of 144 shares — an estimated $9K sold.

IHT Wealth Management first reported a position in FAD in Q4 2016 and held it in 6 quarters. The position peaked at $10K in Q4 2017. 45 funds tracked by Wall St. Rank hold FAD as of Q2 2018.

IHT Wealth Management reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 144 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2018, an estimated $9K.
IHT Wealth Management first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $10K in Q4 2017.
45 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.