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

Institute for 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
2026 Q2	$194K	Buy	+970	New	+$176K	0.02%	525

Other funds holding FAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Institute for Wealth Management's FAD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2026: 970 shares worth $194K. The stake represents 0.02% of the portfolio and ranks #525 among its holdings.

111 funds tracked by Wall St. Rank hold FAD as of Q2 2026.

Institute for Wealth Management held 970 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $194K as of Q2 2026.
First Trust Multi Cap Growth AlphaDEX Fund was a new Institute for Wealth Management position in Q2 2026.
First Trust Multi Cap Growth AlphaDEX Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #525 holding.
111 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.