KeyBank National Association’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

KeyBank National Association’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
2019 Q3	–	Sell	-2,839	Closed	-$212K	–	995
2019 Q2	$212K	Sell	2,839 -185	-6%	-$13.4K	﹤0.01%	943
2019 Q1	$217K	Buy	+3,024	New	+$207K	﹤0.01%	891

Other funds holding FAD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KeyBank National Association's FAD Position: Q3 2019 in Review

KeyBank National Association sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q3 2019, closing a stake of 2,839 shares — an estimated $212K sold.

KeyBank National Association first reported a position in FAD in Q1 2019 and held it in 2 quarters. The position peaked at $217K in Q1 2019. 46 funds tracked by Wall St. Rank hold FAD as of Q3 2019.

KeyBank National Association reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
KeyBank National Association sold 2,839 First Trust Multi Cap Growth AlphaDEX Fund shares in Q3 2019, an estimated $212K.
KeyBank National Association first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q1 2019 and held it in 2 quarters.
KeyBank National Association's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $217K in Q1 2019.
46 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2019.

Based on KeyBank National Association's 13F filing for Q3 2019, filed 4 Nov 2019.