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J. Arnold Wealth Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

J. Arnold 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
2020
Q1 		– Sell
-4,800
Closed -$371K – 44
2019
Q4 		$371K Buy
+4,800
New +$359K 0.48% 31

Other funds holding FAD

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
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Arnold Wealth Management's FAD Position: Q1 2020 in Review

J. Arnold Wealth Management sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2020, closing a stake of 4,800 shares — an estimated $371K sold.

J. Arnold Wealth Management first reported a position in FAD in Q4 2019 and held it in 1 quarter. The position peaked at $371K in Q4 2019. 46 funds tracked by Wall St. Rank hold FAD as of Q1 2020.

  • J. Arnold Wealth Management reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • J. Arnold Wealth Management sold 4,800 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $371K.
  • J. Arnold Wealth Management first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • J. Arnold Wealth Management's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $371K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2020.

Based on J. Arnold Wealth Management's 13F filing for Q1 2020, filed 8 Sep 2021.