Insight Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Insight Advisors’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
2021 Q1	–	Sell	-16,012	Closed	-$1.66M	–	336
2020 Q4	$1.66M	Buy	+16,012	New	+$1.52M	0.63%	44

Other funds holding FAD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Insight Advisors's FAD Position: Q1 2021 in Review

Insight Advisors sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2021, closing a stake of 16,012 shares — an estimated $1.66M sold.

Insight Advisors first reported a position in FAD in Q4 2020 and held it in 1 quarter. The position peaked at $1.66M in Q4 2020. 51 funds tracked by Wall St. Rank hold FAD as of Q1 2021.

Insight Advisors reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Insight Advisors sold 16,012 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $1.66M.
Insight Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
Insight Advisors's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $1.66M in Q4 2020.
51 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2021.

Based on Insight Advisors's 13F filing for Q1 2021, filed 17 May 2021.